Hi PF. I am filing my taxes for 2023 following the death of two family members who left various retirement accounts and benefits to me. These included a pension death benefit, a 401k (which I paid out), and a Roth IRA (which I paid out). I withheld 30% Federal on the first one and 30% Federal/10% State on the second. There was no withholding on the Roth as no taxes are expected (additions older than 5 years).
Filing my 1099-R's for each of these is relatively straightforward for my 1040 but I'm lost on my state taxes. I work in NY but live in NJ so I file in two states. My deceased relatives were both NY residents. How do I report these 1099-R's on the state returns?
original posted by ImprezaDrezza to r/personalfinance on Fri, 01 Mar 2024 19:54:32 GMT.