Hi TomD8,
Thank you for pointing me to a valuable resources! Based on that I determined:
1. My son's fellowship is a taxable income.
2. My son is a CA nonresident. I reviewed the Pub 1031, Leaving California section, and found the example 7 is the most applicable to his situation. My son is single and his only ties to CA are his parents. He left to work in DC right after his college graduation, mid 2018 and at the moment he has no plans on returning to CA. He visits us for no longer that a month a year. Based on this info, do you agree that he is a CA nonresident?
The reason I asked how I can access CA 540-NR form in TurboTax is because my son's 2019 W2 employer withheld CA state taxes from his paychecks, not DC's. So we need to get CA to refund this money. I understand it can be done through CA 540-NR filing. Please advise.
Thank you so much!
