Dodgerfan
Level 3

My client moved to Washington state on June 4, 2023. She receives pension income from Calpers each month. She did not inform Calpers that she had moved. California taxes were taken out for the entire year. A 2023 1099-R was issued as if she was a resident of California for the entire year.  Does the 2023 1099-R need to be corrected for the period of time she was a nonresident? Can the taxable amount be adjusted for the period of time she was a nonresident and not have a 1099-R reissued?

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