State tax filing

Also check the $$ in the state entry boxes in any 1099-R forms you might have.

 

One of the state pension issuers in CA, used to irresponsibly release 1099-R forms with the state boxes mis-numbered.....and you had to make sure you put the $$ in the properly numbered boxes in the TTX 1099-R software forms.

 

(I don't know if they are still messing up those forms or not)

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*