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March 2, 2021
Question

Any IRA Distribution Adjustments

  • March 2, 2021
  • 1 reply
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I need help filling this out on my state taxes for Ca.

    1 reply

    March 6, 2021

    Assuming your distributions were made from contributions that were fully deductible, you will need to adjust your California return to ensure the distributions are treated as being fully taxable.

     

    CA IRA distributions - page 6

     

    You can make this adjustment in the state interview section of the program.

    1. You can do this by selecting State in the black panel on the left.
    2. Select Edit to the right of your state and go over the state again. 

    In the screen titled Here's the income that California handles differently, scroll down to Retirement and select Revisit to the right of IRA Distributions.  On the next screen, you will be able to enter any adjustments needed, if any.  Please select the Learn more options for additional guidance as you enter your information.

     

    CA IRA distribution

     

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