TAXMAN Posted September 9, 2021 Report Share Posted September 9, 2021 To my AZ friends. MFJ on Federal return. Spouse is full year FL resident. TP is part year az and part year FL. Do I use 140py or 140nr? Both are retired and have pensions. When I looked at the instructions for the nr form line 22 it says do not include pension income or ss that was taxed by federal The tp has opm pension, IRA distribution, and DFAS military pensions. TP did not move until Nov 2020. Can someone shed some light? Quote Link to comment Share on other sites More sharing options...
Lion EA Posted September 9, 2021 Report Share Posted September 9, 2021 In general, retirement income is taxed by the state of residence. TP was an AZ PY resident and FL PY. If he had no AZ-sourced income after he moved out of AZ, then the AZ PY return will be his only state return. Quote Link to comment Share on other sites More sharing options...
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