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NY resident all of 08 receives 1099-R with AZ

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    NY resident all of 08 receives 1099-R with AZ

    Reason for this, client moved from AZ to NY in 07 and did not notify the issuer of the 1099-R (2008). Do I need to file an AZ non resident return OR have TP obtain a corrected 1099-R?

    #2
    I wouldn't do either. If he receives a letter from AZ sometime in future about it, one of the sections to check off is that he was a NY resident for the entire year. No tax due AZ. This is assuming no AZ taxes were withheld. If they were, you need to do NR return.
    Last edited by Burke; 04-19-2009, 03:31 PM.

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