Changed legal residence from LA to CA but 1099R Pension withholding was not notified so 100% LA

Forum|Forum|1 year ago
February 2, 2025
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I moved from Louisiana to California at the end of 2023, but I’m realizing now I never made a change of address with Fidelity who manages my pension. Now, my 2024 1099R form reflects all withholding to Louisiana rather than California.

I will now make the change with Fidelity for the change of address but what do I do for filing my 2024 taxes. I have heard that Fidelity will not change or re-issue a 1099 form.

TomD8

Employee

You must file a non-resident LA tax return, on which you show the LA withholding but to which you allocate zero LA income. This should result in your receiving a full refund of the mistakenly withheld LA taxes.

Your 2024 1099-R income is of course taxable by your current home state of CA.

**Answers are correct to the best of my ability but do not constitute tax or legal advice.