Tim-Tarby
New Member

State tax filing

hi Mike and thanks. I did not know about filling in the CA taxes first, but luckily I had done it that way.  Overall, Alabama came first and then CA.  I did notice my Illinois tax owed was decreasing as I went through the CA forms, even though I have not even opened the Illinois return.  Mike..How do I determine how much of my W2 wages actually came from CA sources?  This is my biggest challenge right now.  Obviously I know my annual salary and I know what my bonuses totaled for the year.  The remaining would be my shareholder distributions, but how do I know what portion was specifically CA?   I think I discovered the answers to my issues about doing the CA taxes.  I switched to the forms view because the questions I had to answer did not seem appropriate based on the K1 I received.  What I found was that because I am married filing jointly and my spouse is self employed a few of the questions that were asked after I finished the K1, actually pertained to my spouses business which is exclusively in Illinois.  CA needed to know if any of my spouses business took place in CA, but the Easystep does not differentiate.  It only became apparent when I switched to the forms view.