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buzzson
New Member

My retirement and social security payments go directly to my California bank account. Are they considered income and therefore I must file a California tax form?

Do I need to file a state return in California?
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3 Replies
MarilynG1
Expert Alumni

My retirement and social security payments go directly to my California bank account. Are they considered income and therefore I must file a California tax form?

Yes, your retirement pay and Social Security benefits are considered income.

 

You should receive a Form 1099-SSA reporting the amount of Social Security income you received last year.

 

You should receive a Form 1099-R from your pension company reporting the amount you received last year.

 

Click this link for info on How to Enter Social Security Benefits (SSA-1099).

 

Click this link for info on How to Enter a 1099-R.

 

Depending on your income, you may or may not be required to file a tax return to California.

 

Click this link for more info on California Filing Requirements.

 

This link gives info on Federal Filing Requirements

 

 

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My retirement and social security payments go directly to my California bank account. Are they considered income and therefore I must file a California tax form?

Social Security payments not shown on my completed California return. Why?

PattiF
Expert Alumni

My retirement and social security payments go directly to my California bank account. Are they considered income and therefore I must file a California tax form?

California exempts Social Security retirement benefits from taxation. They are not taxed in California.

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