On your 1099-R, compare the amounts in box 1 (gross distribution) and box 16 (state distribution) to see if they are the same or different.
In your California return, on the screens, Any IRA Distribution Adjustments and Any Pension or Annuity Adjustments, please do the following:
- If box 1 and box 16 are the same, enter nothing and click Continue.
- If box 1 is higher than box 16, enter the difference in the Subtraction column.
- If box 1 is lower than box 16, enter the difference in the Addition column.
Click Continue when you are done.
