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Retirement tax questions
Yes, it is more than safe to say that you do not need to file the CA nonresident return. Had there been CA withholdings, you would need to file to recoup that. Retirement income is allocated to your resident state. So, any taxable transactions from your IRAs are sourced to your resident state, TX. And TX has no income tax. In the event CA sends you a letter (they like to do that:;, you can advise them of your move date - in 2022; they have no claim to tax your TX sourced retirement income.
If you moved during 2022, it would make sense that a portion of your 2022 retirement income would be CA sourced, for the portion of 2022 that you were a CA resident.
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March 9, 2024
8:32 PM