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lhedge
Level 2
Feb 28, 2022 5:08 PM UTC
Question

IRA Distribution

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.

    2 replies

    MayaD
    Alumni - Intuit
    Feb 28, 2022 5:21 PM UTC

    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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      lhedgeAuthor
      Level 2
      Mar 3, 2022 8:05 PM UTC

      Thanks. Clear and helpful.

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