topic Re: IRA Distribution in State tax filing

IRA Distribution

lhedge — Mon, 09 Mar 2026 04:40:04 GMT

I moved from California to Florida in January 2021. How do I allocate my IRA withdrawals. do use a monthly average for the full year or do I recognize the CA portion based on actual withdrawal daTES.

Re: IRA Distribution

MayaD — Mon, 28 Feb 2022 17:21:47 GMT

Unearned income comes from non-employment sources, such as interest, dividends, capital gains, social security, and IRA distributions.

Allocate IRA Withdrawals to the state you were a resident of when you received it. CA portion is the amount received while you were CA resident.

Re: IRA Distribution

lhedge — Thu, 03 Mar 2022 20:05:35 GMT

Thanks. Clear and helpful.