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

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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

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**Mark the post that answers your question by clicking on "Mark as Best Answer"

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State Taxable Amount