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State tax filing
Do you mean that you converted to a Roth IRA? If so, you are correct. It will not be taxable by California since you did it after you left California. The date will not be on your 1099-R, and you will not enter the date of the conversion in TurboTax. TurboTax will ask you how much of your income should be allocated to California. So for the IRA distribution you will allocate $0 to California. Keep the transaction confirmation with your tax records so that you can prove the date in case California questions it.
‎December 12, 2022
5:11 PM