LenaH
Employee Tax Expert

State tax filing

Yes. In order to get a refund of the California income tax paid, you would have to file a nonresident California return. You would allocate $0 of your annuity as a California source income. 

 

Please follow these steps in TurboTax:

  1. Open your return. 
  2. Click on State on the left-hand side.
  3. Add California
  4. Ensure you confirm you are completing a nonresident return. 
  5. Follow the on-screen instructions.

 

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