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June 1, 2019
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1099-R for military pcs

  • June 1, 2019
  • 1 reply
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The state listed on my wife's 1099-R is the state we lived in, but not our state of residence. We were stationed in MD, but we are TX residents. Our military PCS orders brought us to MD... please advise for which state we 'lived' in.
Best answer by DanielV01

You are Texas residents.  The fact you were stationed in MD does not make any of your income taxable there.  If no MD tax was taken out, then you will not file any state return (TX has no state tax, of course).  If MD tax was taken out then you will file a MD return to get all of that back.  You would zero out your Maryland income to do this.

Here are two FAQs about Military Residence and Military Spouse Residence:  

State Rules:  https://ttlc.intuit.com/replies/3302301

Spouse Rules:  https://ttlc.intuit.com/replies/3302301

1 reply

DanielV01
DanielV01Answer
Employee
June 1, 2019

You are Texas residents.  The fact you were stationed in MD does not make any of your income taxable there.  If no MD tax was taken out, then you will not file any state return (TX has no state tax, of course).  If MD tax was taken out then you will file a MD return to get all of that back.  You would zero out your Maryland income to do this.

Here are two FAQs about Military Residence and Military Spouse Residence:  

State Rules:  https://ttlc.intuit.com/replies/3302301

Spouse Rules:  https://ttlc.intuit.com/replies/3302301

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