Skip to main content
TurboTax
Community
TurboTax
Community
TurboTax
Community
M
melinda-strey
February 26, 2021
Question

How do I handle "Any Pension or Annuity Adjustments?" on state return section. 1099R if CA distribution amount is same as Federal taxable amt, or the withholding amount?

  • February 26, 2021
  • 1 reply
  • 0 views
Do I compare the taxable amounts between Federal

1 reply

B
BillM223
March 2, 2021

The question is asking if, for some reason, you need to treat the pension or annuity distribution differently in California than on the federal return. It is not asking about the withholding.

 

Do you have any reason to believe that California taxes your pension differently than the federal return? This is your chance to make adjustments.

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

    Unlock tailored help options in your account

    Create an account
    TurboTax Expert Assist
    TurboTax Expert

    Get answers to all your tax questions

    Our experts are available on-demand, no appointment needed. Get help all year long with TurboTax Expert Assist.

    Terms & ConditionsAccessibility statement
    Intuit
    TurboTax Credit Karma QuickBooks MailChimp

    ©1997-2022 Intuit, Inc. All rights reserved.
    Intuit, QuickBooks, QB, TurboTax, ProConnect, and Mint are registered trademarks
    of Intuit Inc. Terms and conditions, features, support, pricing, and service options
    subject to change without notice.

    Security Certification of the TurboTax Online application has been performed by
    C-Level Security.

    By accessing and using this page you agree to the Terms of Use.

    Accessibility

    TRUSTe nResult Certified e-File C-Level Security Certification