Turbotax asks if you were living in 1 of certain states when the 1099-R was received, but then says to check up 2 states - do they mean when the income was received?

Forum|Forum|1 year ago
March 13, 2025
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I moved states midway through 2024 and both states are in the list, but was only living in the 2nd state when the Form 1099-R was actually received in 2025.

TurboTax Online

Best answer by SteamTrain

No...it is when the actual Income was received.

i.e., if you received pension $$ monthly, and moved 8-mos into the tax year, then 8mos of it was received in one state, and 4mos worth was received after moving to the second state.

SteamTrainAnswer

Employee

No...it is when the actual Income was received.

i.e., if you received pension $$ monthly, and moved 8-mos into the tax year, then 8mos of it was received in one state, and 4mos worth was received after moving to the second state.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

GarySAuthor

Thank you, and that's what I assumed. It didn't make sense to focus on where one is living on the date a 1099-R form is received since that wouldn't be until the following tax year. Also, it's doubtful that anyone would be living in 2 states on the specific date the form is received. So, it looks like that step in TurboTax is just poorly worded.