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February 27, 2025
Question

If we live in Oregon but my husbands Pension Plan is in California and they take out state taxes and federal taxes on his 1099-R in California..What should we do?

  • February 27, 2025
  • 1 reply
  • 0 views
We Usually get refunded all ca. state taxes. But now we have lived the whole year 2024 in Oregon. I called them to stop paying ca.state tax but they continued every month to take out ca.taxes,when I reported we had moved out of state.. Why and What should I do?

    1 reply

    February 27, 2025

    Keep trying to change the withholdings with the plan administrator until they actually fix it.  

     

    The only way to get those withholdings back from California will be to file a non-resident state tax return.  

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