George4Tacks
Level 15
02-19-2022
12:17 PM
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Pensions are taxed to the state they are resident in at the time of distribution. The lump sum would be IL. Assuming pension received around the first of the month, the monthly would be 6/12 IL and 6/12 AZ. Check with the client as to where he was when he go his June payment.
When you get to the input click the box for Gross, then for Taxable to open a window where you can split the amounts for the monthly. A single entry for the lump sum would be IL .
Answers are easy. Questions are hard!