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Retirement tax questions
Thank you. The pension is paid to W in CA; H receives 50% in NV as community property; a joint 540-NR is required because H has CA source wages and H and W file a joint federal return. Should be same result: 50% allocated to H and 50% to W; W is taxed in CA on 50% of pension, and H is not taxed in CA on his 50% community property share.
‎January 16, 2024
4:56 PM