Retirement tax questions

If you did not live in Idaho in 2024 you do not file a 2024 Idaho tax return.  You file a federal return and a state return for the state you actually live in, which you say is CA.   Enter the 1099R for the pension into your federal return and the information will flow to the CA return.  The software will then follow the tax laws of CA pertaining to the taxability of the pension in CA.  CA does not tax Social Security, but does tax certain other kinds of retirement income.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**