topic Re: Deferred Saving Distribution Payment from another state in Get your taxes done using TurboTax

Deferred Saving Distribution Payment from another state

HomeMgr — Mon, 09 Mar 2026 07:19:15 GMT

I received a small payout from a previous employer last year related to a Deferred Savings Plan set up through them. The previous employer sent a W-2 reporting it as wages and thus took out taxes related. Do I now need to file a State Tax Return for that state in addition to my current home state?

Re: Deferred Saving Distribution Payment from another state

AnnetteB6 — Wed, 23 Mar 2022 12:22:15 GMT

If there were state taxes withheld on the W-2, then you may need to file that state return to get a refund of those withholdings.

Otherwise, whether or not you need to file the non-resident return for the other state will depend on your filing status and the minimum filing requirements for that state.

TurboTax should give you some guidance along the way after you have entered all of your information. If you still have questions, you can share the state and your filing status here so someone can give you a more specific answer.

Re: Deferred Saving Distribution Payment from another state

HomeMgr — Wed, 23 Mar 2022 20:16:29 GMT

Thanks so much! I haven't seen a clear direction while completing turbo tax but definitely could be missing something.

I am currently a resident of Colorado, the state where my DS distribution came from is California. Turbo Tax gives me the option to download/purchase both state return forms so I'm assuming that's what I need to do?

Re: Deferred Saving Distribution Payment from another state

BillM223 — Wed, 23 Mar 2022 22:24:35 GMT

Yes, as Annette said, you'll need to file a nonresident CA return. In the interview, show that you have no CA source income (TurboTax will ask).

Then if this payout is going to happen every year, contact this former employer and ask them to stop withholding CA taxes.

Re: Deferred Saving Distribution Payment from another state

HomeMgr — Wed, 23 Mar 2022 22:26:40 GMT

Thank you both so much for your help. Last question.. should I have received a 1099-R for this or is the W-2 the only support required?

Re: Deferred Saving Distribution Payment from another state

MinhT1 — Thu, 24 Mar 2022 12:39:28 GMT

As this is from a deferred salary savings plan , you will only receive a form W-2, not a form 1099-R.