@MonikaK1 wrote: "As a California resident, Form 309 doesn't apply to you."
Actually, the instructions for the 2023 AZ Form 309 assume that non-residents of AZ who qualify to claim the credit WILL be completing AZ Form 309. Because of the reverse-credit arrangement between the two states. residents of CA do qualify for the credit.
See "Worksheet for AZ Non-residents" on page 5 of Form 309 instructions.
https://azdor.gov/sites/default/files/2023-03/FORMS_CREDIT_2020_309i.pdf
Why would there be a worksheet for non-residents if Form 309 only applies to AZ residents?
Also, in order for TT to correctly claim the credit on the non-resident AZ return, I believe the taxpayer must complete the CA resident return before doing the non-resident AZ return - which of course is the reverse of the usual procedure.
**Answers are correct to the best of my ability but do not constitute tax or legal advice.
