My address was incorrect on my 1099R form, wrong state I have not lived in for nearly 3 years. Still need to file in that state even though no state taxes were taken out?

Forum|Forum|4 years ago
May 16, 2021
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ToddL99

No, you do not have to file a state return just because it was incorrectly listed on your 1099-R. (The only reason to file in that state would be to get a refund of tax withheld).

While this is not critical, you might want to contact the issuer (again?) and ask them to remove it from your account record. If you do this, I'd suggest a letter, with proof of mailing and return receipt.

If that state ever contacts you about the matter, just tell them you aren't a resident, the 1099-R is incorrect and you have asked the issuer to correct the problem.

JM1812

One of my 1099-R forms has an incorrect state in Box 15. The issuer refuses to issue a corrected 1099-R for the 2021 tax year. How do I report the taxable income from that incorrect 1099-R (with the incorrect state), to the correct state?

RobertB4444

@JM1812 If there is no money with held in box 14 or box 17 then you should simply change the state in box 15 to the correct state as though the form had been corrected. You say the issuer refuses to correct the problem - follow @ToddL99 's advice above and send a letter to the issuer requesting the change. Save a copy of the letter and proof of delivery. Then you're covered if it ever comes up down the road (which it most likely won't).

If there is money with held in box 14 or 17 then you will need to file a return in the incorrect state to get that money back. It will be a non-resident return and it will have to be paper filed with an explanation attached.

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