oregon permanent resident 2022 taxed on california 1099 r income ( worked in California there whole life )on oregon return

Forum|Forum|3 years ago
March 14, 2023
1 reply
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ProConnect Tax

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George4Tacks

Level 15

What is your question?

Where was this client a resident for 2022?

Did this resident fail to inform their pension plan that they are no longer a resident of California?

Are you wondering how to file this return and NOT have it be CA taxable?

One of my idiot clients retained a CA mailing address for their pension to keep their favorite health plan, but was a full time resident of OR. They had a vacation home in CA. I managed it, but I might keep the solution as a trade secret.

Answers are easy. Questions are hard!

R

rugby1Author

Level 3

MAJOR APOLOGIZES having a brain dead day, Oregon resident all of 2022 moved for retirement, 2022 income social security, 2021 california tax refund, 1099-r retirement as school teacher, I hope makes this a little clearer, Are you wondering how to file this return and NOT have it be CA taxable? Yes. Your input will be beyond greatly appreciated

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