DawnC
Expert Alumni

State tax filing

When you go into Forms Mode, double click on Line 73 of the CA 540NR so it can open up the corresponding form (Other Taxes Worksheet).     If the tax is for the early withdrawal, it will show up there on Line 3 of Part ll.   If you double click there, it will take you to Form 3805P.      Mark Box A (did you receive this distribution while a non-resident) as YES.   

 

If the distribution is not allocated to CA, there should be no early withdrawal penalty to CA applied.   Double check and make sure you only have the distribution entered once on the federal portion and that it is NOT allocated to CA anywhere in the interview.  

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post