MarilynG1
Expert Alumni

Retirement tax questions

Generally, pension income is taxable in your Resident State, no matter what state you lived in when you earned it.  

 

H & W would not be filing a joint state return, as they are residents of different states. 

 

W would report 50% of H's pension income on their California return (community income). 

 

Since H's pension is not considered 'CA source income', they would not need to file a CA return, unless they have other California income to report. 

 

Here's more detailed info from CA FTB on RDP Filing Requirements. 

 

 

 

 

 

 

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