- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
State tax filing
I have had the same issue. I left California for another country in 2023, while my spouse was outside of the US all year. TurboTax took my inputs and set us both as full-year nonresidents. I spent 6 hours on tech support with 5 different people, including level 2 tech support, and no one could help me. They were puzzled, and every call ended with me being disconnected.
The only way I was able to resolve it was to edit the form online directly. The SmartCheck asked me to fill in line 5 (location of all-year nonresident). Rather than doing that, I did the following. (Caution if you don't know what you are doing, this might mess up your form.)
- Go to a field on the form that is incorrect. For me, that started on line 1, where it said my status was nonresident instead of part-year resident. I right-clicked the filled-in circle for nonresident and selected "Inspect". This opens a view into the html of the web page focused on the section of html that relates to what you clicked.
- That section of html will have an attribute called "disabled". Delete that, and if it has an equals sign (=) with more text after it, delete that as well. The field will now be editable in the form.
- Repeat for all fields that are incorrect. I had to do this for both the nonresident and part-year resident fields in line 1, and the two fields in line 4.
- Set the lines in the form to the correct values. For me, that was the part-year status, the date I left, and the two-letter code of the destination.
After I did this, the SmartCheck validation completed successfully, and the resulting CA540NR had the correct values.
I think the nonresident section in TurboTax has some serious problems. The date I left only showed up for me if I incorrectly also said that I entered California in 2023 as well. Otherwise, that screen was skipped. However, subsequent times through the California residency section on TurboTax showed that I was unable to set whether I had moved to California in 2023 back to "No".
Hopefully, TurboTax actually fixes this issue that has been present for 5 years. If not, hopefully this will show others how to fix it for themselves.