JM132
New Member

Retirement tax questions

I am in the same boat with Form 8915F, I get an error that form is not ready, would be nice to get a message that it will be ready by March 24 or March 31.  I tried starting my State Return but it has the following pop up immediately and I do not know how to answer, probably related to the Form 8915F, My state is California.

 

Not sure how to answer or input data on those lines that show up 

Pension or Annuity Adjustments
How do I know if this applies to me?

This applies to you if:

- you received a Qualified Disaster Distribution and elected to spread the taxable portion over three years. The deferred portion in the first year results in an addition. In the following year, the inclusion of income on the federal return will be subtraction.
- you received a distribution from a Canadian Registered Retirement Savings Plan (RRSP). California treats a RRSP similar to a savings account. Therefore contributions and previously taxed earnings are not taxable in California and results in a subtraction.