CA pension

Forum|Forum|4 years ago
April 4, 2022
1 reply
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My husband retired in March of 2021 and moved out of California to our property we purchased in 2020 in TN. He has a W2 for Jan-March 2021. He started collecting his pension in May of 2021. I stayed in California in a rental property with our adult children earning income until end of July 2021 and then moved to our home with him in TN. My question is do we have to pay taxes to CA on his pension income?

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Best answer by TomD8

Pension income is taxable only by the recipient's legal state of residence at the time the pension income is received.

TomD8

Answer

Alumni - Champ

Pension income is taxable only by the recipient's legal state of residence at the time the pension income is received.

**Answers are correct to the best of my ability but do not constitute tax or legal advice.

uscrn1995Author

Level 2

Thank you for the reply. Since CA is a community property state, does that factor in since I was there until July?

uscrn1995Author

Level 2

Thank you. We're filing married, jointly. So the total pension amount from May to July, or "community share" 50% of said pension amount?

Anyone know the answer to this question regarding the community property angle? I called the Franchise Tax Board in California, of course they said just to pay for the months on my husband's pension in which I was still in California, even though he was out of California before he even started collecting on his pension. But they couldn't find anything specific to our situation.