My wife's 1099R from California Public Employees Retirement System (CALPERS) Box 14 is incorrect for UTAH

[tsthumpr1657]

We're trying to input the 1099-R information from my wife's CALPERS 1099-R to pay UTAH State income tax and Turbo Tax is saying the State Payer's No. is UT80326713 instead of what the 1099-R actually says CA80326713.

What do i need to do to rectify this issue?

We live in Utah, she retired from CA

[macuser_22]

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@tsthumpr1657 wrote:

We're trying to input the 1099-R information from my wife's CALPERS 1099-R to pay UTAH State income tax and Turbo Tax is saying the State Payer's No. is UT80326713 instead of what the 1099-R actually says CA80326713.

What do i need to do to rectify this issue?

We live in Utah, she retired from CA

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Delete the 1099-R and re-enter manually.

[MaryK4]

If the 1099-R says California, that means CALPERS withheld for California.  You will have to file a California nonresident return to get that withholding back and you should contact CALPERS and let them know you live in Utah so the withholding for 2022 can be corrected.  In TurboTax, you will have to change the state to CA.

[tsthumpr1657]

Thanks, we got it figured out, we did exactly what you suggested.