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New Member
posted Jun 1, 2019 12:34:19 AM

My 1099R box 14 has a state distribution amount and box 13 shows state of CA. I am not a CA resident. Do I need to pay CA state tax as a non- resident for that amount?

The CA address was a temporary address when I made that withdrawl.

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1 Best answer
New Member
Jun 1, 2019 12:34:29 AM

You don't pay CA state taxes on retirement distributions unless you are a resident of CA. Unless they withheld CA tax on the distribution, you would not need to file a CA return.

Effective for retirement income received after December 31, 1995, federal law prohibits any state from taxing certain retirement income (mainly pension income) unless you are resident of, or domiciled in, that state. For example, if you receive a pension from your former California employer and you now reside in New Mexico, California may not tax your retirement income. Because you are now a New Mexico resident, your retirement income is taxable in New Mexico.

1 Replies
New Member
Jun 1, 2019 12:34:29 AM

You don't pay CA state taxes on retirement distributions unless you are a resident of CA. Unless they withheld CA tax on the distribution, you would not need to file a CA return.

Effective for retirement income received after December 31, 1995, federal law prohibits any state from taxing certain retirement income (mainly pension income) unless you are resident of, or domiciled in, that state. For example, if you receive a pension from your former California employer and you now reside in New Mexico, California may not tax your retirement income. Because you are now a New Mexico resident, your retirement income is taxable in New Mexico.