dividing pension between 2 states

[mjckhc]

Hello:

 My wife and I lived in CA in 2024 until became a resident of Oregon on 11/19/2024. We don't work as am retired so no w2-s but do receive Social security and pension. On the pension we do take off federal taxes also so how do we figure out- is it using the deposit amount that goes to our checking account or is it adding in the taxes. Thanks and am waiting for your response. Do we do it first CA then OR. Is it the amount with or without the taxes. We did already also buy and download the 2nd state since first was free being a premier.

[AnnetteB6]

Since you lived in two states in 2024, you will file two part-year resident returns.  It does not matter which one you do first in this situation since you will prorate your income between the two states.

To prorate your pension distribution between the two states, use the amount reported on your Form 1099-R without considering the taxes that were withheld.  As you go through the state return, TurboTax should show you the Federal amount that was reported.  You can use that number and just prorate it according to the number of months you lived in each state to show how much would be taxable to the state return you are working on.