"California State Teachers' Retirement System" 1099-R has an amount in Box 1 but Box 14 is empty. Is this income for Californis Income Tax purposes?

dmartin5 · ‎June 4, 2019

"State Taxes"

1099-R from California State Teachers' Retirement System

ANY PENSION OR ANNUITY ADJUSTMENTS?

If pension or annuity distribution has a California taxable amount that is less than your federal taxable amount, enter the difference as a Subtraction.

Box 1 - Federal Gross Distribution has Income entered into it ............

HOWEVER

Box 14 - State Distribution is MISSING ! - I am considering that to be zero.

Is the Federal Distribution amount a PENSION ADJUSTMENT as stated above?

MichaelDC · ‎June 4, 2019

Which state do you live in now?

dmartin5 · ‎June 4, 2019

California

MichaelDC · ‎June 4, 2019

Since you're a Calif resident, your CalSTRS is fully taxable to California state. Make no entries in the Pension Adjustment fields. Leave all blank. Don't enter zero.

Please feel free to post any additional details or questions in the comment section.

View solution in original post

"California State Teachers' Retirement System" 1099-R has an amount in Box 1 but Box 14 is empty. Is this income for Californis Income Tax purposes?

Retirement tax questions

Retirement tax questions

Retirement tax questions