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Level 1
posted Feb 28, 2022 9:08:06 AM

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.

0 2 562
2 Replies
Employee Tax Expert
Feb 28, 2022 9:21:47 AM

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. 

Level 1
Mar 3, 2022 12:05:35 PM

Thanks. Clear and helpful.