MarilynG1
Expert Alumni

State tax filing

@njt-562 If Box 16 is blank on your 1099-R, but you have state taxes withheld, the amount of your State Distribution is probably the same as the Distribution in Box 1,  You may want to verify this with the Payer, however.

 

If you are claiming your Distribution on your Federal return over a three-year period as allowed by the CARES Act, adjust the amount of your California State Distribution to match your Federal Distribution amount for 2020.

 

California is conforming to Federal guidelines regarding CARES Act.  Click this link for more info on the California CARES Act.

 

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