Tormyr
New Member

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.)

  1. 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.
  2. 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.
  3. 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.
  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.