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dmartin5
New Member

"California State Teachers' Retirement System" 1099-R has an amount in Box 1 but Box 14 is empty. Is this income for Californis Income Tax purposes?

"State Taxes"

1099-R from California State Teachers' Retirement System

ANY PENSION OR ANNUITY ADJUSTMENTS?

If pension or annuity distribution has a California taxable amount that is less than your federal taxable amount, enter the difference as a Subtraction.

Box 1 - Federal Gross Distribution has Income entered into it   ............   

HOWEVER

Box 14 - State Distribution is MISSING !  -  I am considering that to be zero.

Is the Federal Distribution amount a PENSION ADJUSTMENT as stated above?

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Accepted Solutions
MichaelDC
New Member

"California State Teachers' Retirement System" 1099-R has an amount in Box 1 but Box 14 is empty. Is this income for Californis Income Tax purposes?

Since you're a Calif resident,  your CalSTRS is fully taxable to California state. Make no entries in the Pension Adjustment fields. Leave all blank. Don't enter zero.

Please feel free to post any additional details or questions in the comment section.


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3 Replies
MichaelDC
New Member

"California State Teachers' Retirement System" 1099-R has an amount in Box 1 but Box 14 is empty. Is this income for Californis Income Tax purposes?

Which state do you live in now?
dmartin5
New Member

"California State Teachers' Retirement System" 1099-R has an amount in Box 1 but Box 14 is empty. Is this income for Californis Income Tax purposes?

California
MichaelDC
New Member

"California State Teachers' Retirement System" 1099-R has an amount in Box 1 but Box 14 is empty. Is this income for Californis Income Tax purposes?

Since you're a Calif resident,  your CalSTRS is fully taxable to California state. Make no entries in the Pension Adjustment fields. Leave all blank. Don't enter zero.

Please feel free to post any additional details or questions in the comment section.


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