IRA Distribution

lhedge · ‎February 28, 2022

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.

MayaD · ‎February 28, 2022

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.

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lhedge · ‎March 3, 2022

Thanks. Clear and helpful.

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