CoffeeBreak
Returning Member

State tax filing

Thank you for your response @GeorgeM777.

Re question 1: The services were all performed in CA. For 2021, I cannot file as non-resident CA return as I was a CA resident for the first 9 months of 2021. For this reason, I'm filling a part-year CA return. For a part-year CA resident I do not think that a tax credit approach is a viable one. That's why I think I need to use IT-203-F form (New York State Multi-Year Allocation Form) Schedule B(s). Does is sound OK? Can I use tax credit approach if I'm a part-year resident in both CA and NY? 

 

Re question 2: All of the RSUs that I'm going to vest were obtained while working in CA so I guess what you said makes sense: for 2022, file a non-resident CA return and claim a tax credit on my NY resident tax return.