MaryK4
Expert Alumni

State tax filing

No, this is for the credit on taxes paid to another state.  Retirement income, by federal law, is only reported and taxed in your resident state so you will have to allocate the income between California and Oklahoma.  Because California withheld all year, you should receive a refund because only half is ultimately taxed by California.  In contrast, you may owe Oklahoma tax on the retirement income but the credit you are referring to does not apply.

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