topic Last year I took an early distribution from TD Ameritrade Rollover IRA. I'm looking at IRA Distribution Adjustment for CA. Not sure if it's applicable to me. in Retirement tax questions

Last year I took an early distribution from TD Ameritrade Rollover IRA. I'm looking at IRA Distribution Adjustment for CA. Not sure if it's applicable to me.

madfish11084 — Wed, 15 Apr 2020 20:37:04 GMT

Re: Last year I took an early distribution from TD Ameritrade Rollover IRA. I'm looking at IRA Di...

DawnC — Thu, 16 Apr 2020 01:10:14 GMT

Unless there is a reason why your early distribution is not taxable in CA, that page would not apply to you. You can continue on with filing your state return. If you received a taxable distribution, before you reached age 59½, from a qualified retirement plan (including an IRA), the additional tax is reported on Form FTB 3805P which TurboTax will automatically complete for you when you complete your CA state return.

Re: Last year I took an early distribution from TD Ameritrade Rollover IRA. I'm looking at IRA Di...

madfish11084 — Thu, 16 Apr 2020 07:00:03 GMT

Thanks !

I've figured that would be the case. Thank you for confirming that