ToddL
New Member

State tax filing

You don't pay CA state taxes on retirement distributions unless you are a resident of CA. Unless they withheld CA tax on the distribution, you would not need to file a CA return.

Effective for retirement income received after December 31, 1995, federal law prohibits any state from taxing certain retirement income (mainly pension income) unless you are resident of, or domiciled in, that state. For example, if you receive a pension from your former California employer and you now reside in New Mexico, California may not tax your retirement income. Because you are now a New Mexico resident, your retirement income is taxable in New Mexico.

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