I am a WA state resident and received a 592-B.

[Sunny72]

What do I do with this form? Since I am not a California resident, do I need to put this on my tax return and if so, where?

[DMarkM1 · Accepted solution]

Apparently there is some CA income and withholding for tax year 2023.  Depending on the source of the income you may have a CA filing requirement.  You will claim the credit for the withholding on whichever CA tax return form you file.  Below is a list of potential CA forms to claim the withholding credit again depending on the source of the income.

NOTE:  If you received some other income form (1099 or K-1 for example) that shows the income and CA withholding already you do not need to re-enter the information from the form 592-B into your CA return; you can ignore it. 

• Form 540, California Resident Income Tax Return
• Form 540NR, California Nonresident or Part-Year Resident Income Tax Return 
• Form 541, California Fiduciary Income Tax Return 
• Form 100, California Corporation Franchise or Income Tax Return 
• Form 100S, California S Corporation Franchise or Income Tax Return 
• Form 100W, California Corporation Franchise or Income Tax Return – Water’sEdge Filers 
• Form 109, California Exempt Organization Business Income Tax Return 
• Form 565, Partnership Return of Income 
• Form 568, Limited Liability Company Return of Income

[Sunny72]

Thank you. In the past, I have always received a K-1 from this company (I am a shareholder in a small business that was sold in 2023).   After I contacted you on this site and before receiving your reply, I ended up speaking with a Turbotax agent on the phone who instructed me to go to the State tax portion of my tax form and download "California" in order to enter the 592-B tax info and fill out as a non-resident.  I went ahead and did that, but now I have just been informed that a K-1 is still coming from this company after all, so I am confused about which one to use on my tax form and why would I receive both from them if I only need one for my taxes?

[AmyC]

Getting both makes sense. The k-1 is a federal tax form with much information. The 592-B is a CA form that shows the CA amount subject to withholding/ tax withheld. The k-1 is the primary form  and must be entered. You may not need the 592-B. If used, it would be for a CA adjustment.

[Sunny72]

Thank you for your help! I am still struggling though with trying to figure out if I should include both the K-1 and 592-B in my return.  It is the Final K-1 for this company as it was sold last year.  The forms appear to show different numbers as though they weren't even connected to each other, but they are from the same company that I always get just a K-1 from. If I include the 592-B (I tried it) I get an extra refund of $213 and do not get an error code, but I have since deleted this form because I was afraid of getting an extra refund if it is because I submitted both forms and shouldn't have.  

[Sunny72]

So should I include both on my tax return or leave out the 592-B?

[DianeW777]

It depends. Do not enter more than one income amount in the federal return.  However if there is California (CA) withholding on Form 592-B then that should be entered in the following area of TurboTax.

1. Sign into your TurboTax return
2. Select Deductions & Credits
3. Scroll to Estimates and Other Taxes Paid
4. Click the Down arrow to see the categories
5. Select Start or Revisit next to Income Taxes Paid
6. Select Other Income Taxes Paid
7. Select Start or Update beside Withholding not already entered on a W-2 or 1099
8. Answer Yes and Select the state (CA) and enter the amount of withholding on your form

The K1 is strictly for the federal return and has anything necessary for federal purposes with exception to any CA state withholding.  The 592-B is for California only.

@Sunny72 

[Sunny72]

Thank you! I was able to input the information as you said.  Upon inputing the 592-B information for California that we talked about previously, it now shows a CA state refund of $214 in addition to my Federal refund. However, the Turbo Tax  Summary does not show the CA refund, only the amount of my federal refund. Why is that and will I still get a $214 from somewhere?

[MonikaK1]

If you are looking at the Tax Summary in TurboTax Online, that is only a Federal summary.

To switch to a California Tax Summary, while you have the Federal one displayed, look at the list of options on the left side menu and click on "CA Tax Summary".

When you have paid for your products, you will be able to view and print copies of the Federal and State returns by selecting Print Center under Tools in the left side menu.