DaveF1006
Employee Tax Expert

State tax filing

It depends. According to the State of California Schedule S instructions, you would complete a Schedule S if you derived income from sources within any of the following states or U.S. possessions and paid a net income tax to that state or U.S. possession on income that is also taxed by California. If so, you may claim the other state tax credit.

 

Arizona is not included in the list of states but Montana is, as well as Utah. The question is if there was a state tax paid to the State of Montana that would require a Schedule S? Check your k1 form or supplemental forms to see if there was a state tax paid to Montana. 

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