State tax filing

@Critter   @jtorres614 

 

I think it's reversed for an AZ Resident/CA non-resident situation.  CA/AZ cross border workers prep taxes in a different order from most of the rest of the country. The AZ Resident is done first, then the credit is on the CA non-resident tax return.

 

"Important: As an Arizona resident, nonresident returns filed with the following states DO NOT QUALIFY for the credit on the Arizona return:  Alaska, California, District of Columbia, Florida, Indiana, Nevada, New Hampshire, Oregon, South Dakota, Tennessee, Texas, Virginia, Washington and Wyoming.
You may be able to claim a credit for taxes paid to Arizona on the nonresident return filed with any of those states listed above."

 

top of page 2  of the 2019 AZ form 309 instructions: 

 https://azdor.gov/forms/tax-credits-forms/credit-taxes-paid-another-state-or-country

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A bigger issue I see is whether the husband might really be considered a CA resident by CA, with 4-5 nights a week in CA all year....and only one year? or continuing to be the case for for several years??  Those who push the 6 month limit (183+ days) living in CA are getting themselves into a hazy area.  (but that's just a personal opinion)

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*