Hello All,
We moved from CA to TX prior to 2023. We called Fidelity to change address during 2023, and apparently they didn't apply the change to the Roth and Traditional IRA accounts. So the 1099-R forms we received show CA and Payer's state number in box 15, and Fidelity are not able to correct it. The IRA activities involved contribution to Traditional IRA, backdoor to Roth IRA, as well as partial recharacterization.
Question....Do we file 540NR non-resident tax return for California? We do not have any income from CA, and we did not live there in the year of 2023.
Appreciate any feedback here. Thanks!
