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My client lives in Oklahoma but gets a 1099-r form from state of California. California is states payer code. Do I need to fill out California tax return to report this?

Swampland
Level 2

Must I complete a California return to report this income or do I just include it in the

Oklahoma income? It is reported in box 13-1 on the 1099R.

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Just-Lisa-Now-
Level 15
Level 15

Is there any CA state tax withholding?  If not, no CA return is required.  Just report the income to Oklahoma.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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2 Comments 2
Just-Lisa-Now-
Level 15
Level 15

Is there any CA state tax withholding?  If not, no CA return is required.  Just report the income to Oklahoma.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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Just-Lisa-Now-
Level 15
Level 15
If they withheld CA state taxes, you could file a Non resident CA return to get that money refunded.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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