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jayhawks1969
Level 1
February 20, 2020
Question

How do I allocate pension and IRA distributions between two states?

Pension distribution is $14,000.  $10,000 to Iowa and $4,000 to Arizona
This topic has been closed for replies.

2 replies

garman22Intuit Community Champion
Intuit Community Champion
February 20, 2020

I dont work in PTO but is there a PY allocation worksheet within PTO?

@itonewbie can you help here? 

itonewbie
itonewbie
Level 15
February 20, 2020

Assuming these are amounts taxable to your client as PY residents of IA and AZ, you'd make your input as follows:

  • On the line for Taxable Amount, click on the + sign on the right of the input field;
  • You'd create 3 entries in the pop-up box;
  • Entry 1: Amount = 14,000; State = US; Source = N;
  • Entry 2: Amount = 10,000; State = IA; Source = S; and
  • Entry 3: Amount = 4,000; State = AZ; Source = S.

If your client was a resident of only one of the two states, however, the full amount should be taxable solely to that state.

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