pension or annuity adjustments, unders state taxes Califonia

[DrTDI]

I am not sure if this window applies to me. I took a lump sum (from my 403b) of 30,000 in 2020 because of the Covid pandemic and job loss. I received 27000, 3000 withheld in fed taxes by the brokerage that's the only year I received a 1099-R.  I spread the distribution over 3 years filling out 8915-E in 2020, then 8915-F 2021 and again in 2022. I am not sure how to, or if I need to figure out the difference taxes paid to fed and state of ca. I know that 10000 was applied to my income for 2020,2021, and this 2022 tax year. I have a feeling I should ignore this window and just leave it blank. I am not retired and do not receive regular distributions from my retirement saving, that was a one time qualified disaster distribution in 2020, that I spread the tax liability over 3 years.

[DavidD66 · Accepted solution]

Based on the information you have provided, you should not enter anything for the Pension or Annuity Adjustments on your California state return.