LakeRat1
Recycles dryer sheets
Need Advise-----> New to retirement and did not inform the financial institutes we deal with of our move timely.
Problem - I have three 1099s That show our resident state as Missouri, we actually had moved to Florida and rented a home in November 2014, through March. During that time we had worked with a realtor to purchase our own place. We purchased our home and closed on our home in July, then went back to Fl in July for a couple of weeks, again in September for a week, then back down October and we will stay through April.......
We are Florida residents, DL, Cars tagged, boat registered, and have our home...... We did keep our condo in Missouri as we plan on going there during the summer months.
I failed to notify Principle, Mass Mutual, and Fidelity of our move...... I received the 1099s, and they show MO as our state of residence ...... During the past year, I had stopped paying into MO State tax back in March, as we had made FL our primary home, Missouri our secondary.......
I have spoken to all three and they are telling me that will not issue new 1099s as I failed to inform them until now ......
Any thoughts on what I can or should do, or will I have to pay the 6% State Income Tax on our Annuities and IRA distributions?
All advise is very much welcome ......
Problem - I have three 1099s That show our resident state as Missouri, we actually had moved to Florida and rented a home in November 2014, through March. During that time we had worked with a realtor to purchase our own place. We purchased our home and closed on our home in July, then went back to Fl in July for a couple of weeks, again in September for a week, then back down October and we will stay through April.......
We are Florida residents, DL, Cars tagged, boat registered, and have our home...... We did keep our condo in Missouri as we plan on going there during the summer months.
I failed to notify Principle, Mass Mutual, and Fidelity of our move...... I received the 1099s, and they show MO as our state of residence ...... During the past year, I had stopped paying into MO State tax back in March, as we had made FL our primary home, Missouri our secondary.......
I have spoken to all three and they are telling me that will not issue new 1099s as I failed to inform them until now ......
Any thoughts on what I can or should do, or will I have to pay the 6% State Income Tax on our Annuities and IRA distributions?
All advise is very much welcome ......