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tigerman99515
Level 2
April 6, 2023
Question

How do I enter a 1099-R IRA distribution amount as a Part Year California resident and Part Year Arizona resident?

  • April 6, 2023
  • 2 replies
  • 11 views
There was some CA withholding in addition to Federal WH. No withholding from AZ. Just the one 1099-R with CA information only in the state portion of the 1099-R.
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2 replies

George4Tacks
George4Tacks
Level 15
April 7, 2023

Do details and click the +  or the 3 verticle dots at the taxable amount and the gross

Then you can get a grid like this to split between the states

 

This article may help

https://proconnect.intuit.com/support/en-us/help-article/multi-state-taxes/entering-multi-state-amounts-proconnect/L61jemqC2_US_en_US?uid=lg6oyxo1

 

Answers are easy. Questions are hard!
    itonewbie
    itonewbie
    Level 15
    April 8, 2023

    Was the distribution made entirely during CA residency?  If so, it shouldn't be taxable to AZ.

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