DanaB27
Expert Alumni

Retirement tax questions

This doesn't apply anymore. TurboTax will automatically pull your federal information into the CA state return and report 1/3 of the distribution. 

 

In the beginning, the language on the CA website was unclear and it seemed that they would not allow to spread the distribution, therefore there were adjustments needed. But then CA updated their information and followed the federal rules.

 

@cb109

 

 

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