State Taxable Amount

mdmike52 · ‎June 3, 2019

On my CA State Return in "Pension and Annuity Adjustment" I need my "State Taxable Amount" for my Cal-PERS pension (1099-R) What box is that on 1099-R? No Box is labeled in that way. Is it Box 14 (State distribution) which is blank? I get a Cal PERS Pension. Box 1 and 2a are Appx $36,000 but that's Federal Right?

DanielV01 · ‎June 3, 2019

It depends, but apparently California also uses boxes 1 and 2a to help determine taxable distributions. Please see this CA website that explains this in more detail: http://www.calstrs.com/general-information/reading-your-form-1099-r

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post

DanielV01 · ‎June 3, 2019

It depends, but apparently California also uses boxes 1 and 2a to help determine taxable distributions. Please see this CA website that explains this in more detail: http://www.calstrs.com/general-information/reading-your-form-1099-r

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Expert does your taxes

Do it yourself

Resources

Support

Expert does your taxes

Do it yourself

Resources

Support

State Taxable Amount