Open TurboTax

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
Announcements
Still need to file? Our experts can get your taxes done right. Get started >
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

cancel
Showing results for 
Search instead for 
Did you mean: 
terriejbidwell
New Member

Lived in AZ all of 2016. 1099R did not change address so income was reported to CA and state tax was with held

 
1 Best answer

Accepted Solutions
RichardG
New Member

Lived in AZ all of 2016. 1099R did not change address so income was reported to CA and state tax was with held

Unfortunately, you'll need to file a California non-resident tax return to get a refund of the taxes incorrectly withheld.  Please contact your IRA custodian or plan administrator to make sure this doesn't happen again.

View solution in original post

1 Reply
RichardG
New Member

Lived in AZ all of 2016. 1099R did not change address so income was reported to CA and state tax was with held

Unfortunately, you'll need to file a California non-resident tax return to get a refund of the taxes incorrectly withheld.  Please contact your IRA custodian or plan administrator to make sure this doesn't happen again.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
message box icon

Ready to start your taxes?

Hand off your taxes, get expert help, or do it yourself.

See Pricing
Manage cookies
v