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State tax filing
Correct, they flow onto the form so I didn't know how to deal with the out of state pension. Looks like I will now have to go back a couple of years to amend the CA tax forms because I have the out of state (only) pension on those forms as well. Ugh. Just started taking the CA pension in 2023 so not an issue there. I do have the 1099 forms so if CA has a problem with not reporting them, they can check the forms from the federal returns. Thanks so much for your help and advice!
‎February 18, 2024
9:30 AM