Question 1 – It could be that the CA tax is the correct amount and thus no additional refund amount is due, or the allocation ratio is wrong and needs to be changed. If you were a CA resident on the grant date but not the vesting date, CA will apply the appropriate allocation ratio to your RSUs to determine the amount of tax to assess.
To determine the allocation ratio, calculate the days spent in CA between the grant date and the vesting date. Divide the resulting number by the total number of workdays between the grant date and the vesting date. Exclude vacation/holidays and weekends and include the end date.
Once you know your Allocation Ratio, multiply your total RSU income from the vest date by your Allocation Ratio.
Question 2 – Calculating what you may owe to CA and OR with absolute certainty may not be possible. The 2023 tax rates and tables for CA are not yet available. More about paying CA estimated taxes can be found at the following link:
California Estimated Tax Payments
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