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Dberg128
February 15, 2021
Question

Getting refunded for CA state tax paid in error.

  • February 15, 2021
  • 1 reply
  • 0 views

I moved from CA in 2019 to FL.  Unfortunately I forgot to let my annuity company (Allianz) that I moved.  When I received my 1099-R this year I saw that they still took out CA state tax.  How do I go about getting this amount back?  Do I have to file a state return for CA?  Please advise.

    1 reply

    LenaH
    LenaH
    February 15, 2021

    Yes. In order to get a refund of the California income tax paid, you would have to file a nonresident California return. You would allocate $0 of your annuity as a California source income. 

     

    Please follow these steps in TurboTax:

    1. Open your return. 
    2. Click on State on the left-hand side.
    3. Add California. 
    4. Ensure you confirm you are completing a nonresident return. 
    5. Follow the on-screen instructions.

     

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