Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

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.

0 Cheers

This discussion has been locked. No new contributions can be made. You may start a new discussion here

1 Solution

Accepted Solutions
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♥¸¸.•*¨*•♫♪

View solution in original post

0 Cheers
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♥¸¸.•*¨*•♫♪
0 Cheers
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♥¸¸.•*¨*•♫♪
0 Cheers