california/multi-state filing issue.
Basically, live in RI, but from california. Have a 1099-r from a late family members death from california. California withheld x amount. It is not an IRA or being rolled into one.
I completed everything for Federal and Rhode island, but when I try to file for the california taxes, I get to the section: wages and taxable interest and the amounts they (freetaxusa) slot in that I can't change within the system is my w2, not my 1099-r numbers. When I get to California summary, it shows my federal agi, then all 0's on every section (including california taxable income) until the x amount that california withheld. That feels wrong? Because the 1099-r is taxable in california from my understanding. Rhode Island summary shows everything essentially like it should/normal/what one would expect.
Am i doing something wrong? Or is this how it's supposed to be? When i do it this way, I get the full withheld amount from CA.
I have tried deleting and redoing it. Tried just doing the RI one and it says you had taxes withheld in CA, would you like to do another state return then I follow through and it ends up being the same. The 1099-r is acknowledged everywhere else, both in my federal AGI and . Everywhere i've googled says I need to do the california state filing, so it just reads wrong with the $0 of 'california taxable income' and $0 'california additions to income'. Especially when tax calculators say I wouldnt get it all withheld back.
In the RI section:
If you paid income taxes to another state on income earned in the other state that is also included in your Rhode Island taxable income, you may be able to take a credit against your Rhode Island income tax.
Is taxes withheld the same as paid income tax? If I say yes to that question, it asks what income is taxed by both states? I wrote in the amount of the 1099-r. It then asks how much was owed to california and how much was withheld. If I say 0 and x was withheld. it basically doesnt change anything. My CA return offers to give back all withheld. and my RI wants its pound of flesh per usual.