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Incorrect total withholding on CA state return
I have two sources of state tax withholding - my W-2 ($1701) and a 1099-R ($3550). The total of the two would be $5250 on my state return. However, line 71 on CA 540 only shows $5051 which is about $200 short of the total withheld. What would cause this? Where can I see the 1099-R data that was downloaded from the brokerage to check that the correct withholding was downloaded?
Interestingly, the total federal withholding is correct.
March 18, 2024
2:34 PM