Last year I took an early distribution from TD Ameritrade Rollover IRA. I'm looking at IRA Distribution Adjustment for CA. Not sure if it's applicable to me.

madfish11084 · ‎April 15, 2020

DawnC · ‎April 15, 2020

Unless there is a reason why your early distribution is not taxable in CA, that page would not apply to you. You can continue on with filing your state return. If you received a taxable distribution, before you reached age 59½, from a qualified retirement plan (including an IRA), the additional tax is reported on Form FTB 3805P which TurboTax will automatically complete for you when you complete your CA state return.

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DawnC · ‎April 15, 2020

Unless there is a reason why your early distribution is not taxable in CA, that page would not apply to you. You can continue on with filing your state return. If you received a taxable distribution, before you reached age 59½, from a qualified retirement plan (including an IRA), the additional tax is reported on Form FTB 3805P which TurboTax will automatically complete for you when you complete your CA state return.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

madfish11084 · ‎April 16, 2020

Thanks !

I've figured that would be the case. Thank you for confirming that

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Last year I took an early distribution from TD Ameritrade Rollover IRA. I'm looking at IRA Distribution Adjustment for CA. Not sure if it's applicable to me.