ammason
Returning Member

State tax filing

TurboTax should have identified this input and calculated the refund in the first submission. Seems odd that I have to then file submit an amendment.

 

You gave a link to 540nr – if you look at Column B – the IRA should show in that Column as an EXEMPTION, it is a Federal Regulation that someone domiciled (nonresident of CA) cannot be taxed in CA state. The State residency guidelines also record that an IRA should not be taxed.  2ndly – Overseas interest income earned in the country of no resident domicile is recorded as Foreign Income – this too should be shown as a subtraction in Column B – which would then flow back into Line 14 California adjustments – subtractions. Enter the amount from Schedule CA (540NR), Part II, line 27, column B – Intuit does not bring the correct values across?