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Last year I took an early distribution from TD Ameritrade Rollover IRA. I'm looking at IRA Distribution Adjustment for CA. Not sure if it's applicable to me.

Forum|Forum|6 years ago
April 15, 2020
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Best answer by DawnC

Unless there is a reason why your early distribution is not taxable in CA, that page would not apply to you. You can continue on with filing your state return. If you received a taxable distribution, before you reached age 59½, from a qualified retirement plan (including an IRA), the additional tax is reported on Form FTB 3805P which TurboTax will automatically complete for you when you complete your CA state return.

DawnCAnswer

Employee

Unless there is a reason why your early distribution is not taxable in CA, that page would not apply to you. You can continue on with filing your state return. If you received a taxable distribution, before you reached age 59½, from a qualified retirement plan (including an IRA), the additional tax is reported on Form FTB 3805P which TurboTax will automatically complete for you when you complete your CA state return.

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