MercedCERA is required to file 1099-R information to the
Internal Revenue Service and Franchise Tax Board. Even though you
are a non-resident of California, on occasion you may still be
contacted by the Franchise Tax Board requesting tax filings for
California since your pension payment is a California source
income.
MercedCERA cannot provide legal or tax advise and recommends that
members cooperate with the Franchise Tax Board and submit any
required documentation to verify residency regarding
filing California state taxes.
