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crimson91
Level 3

An RSU is granted in CA, and has started to vest periodically. After moving to WA, the grant continues to vest. Do we have to pay CA tax on the RSU portion vested on WA?

Note: The person has become a CA non-resident after moving to WA, but still working with same company.

3 Replies
Zbucklyo
Level 9

An RSU is granted in CA, and has started to vest periodically. After moving to WA, the grant continues to vest. Do we have to pay CA tax on the RSU portion vested on WA?

Yes.  The RSU is considered earned in CA.

dupdup
New Member

An RSU is granted in CA, and has started to vest periodically. After moving to WA, the grant continues to vest. Do we have to pay CA tax on the RSU portion vested on WA?

how do you report/enter this within turbo tax?

DaveF1006
Expert Alumni

An RSU is granted in CA, and has started to vest periodically. After moving to WA, the grant continues to vest. Do we have to pay CA tax on the RSU portion vested on WA?

Yes, this is reportable in Turbo Tax.  To report:

  1. Wages and income
  2. Investment Income>Stocks, Mutual Funds, Bonds, Other (1099-B) Start
  3. You would say yes to question that you sold stock, bonds, etc.
  4. The next screens will ask you if  Do these sales include any employee stock? This includes ESPP, RSU, RS, NQSO, and ISO' Say yes.
  5. Then you will be asked 'What type of investment did you sell?' Select 'Restricted stock units'

  6. Here is where you would report details about your RSU information. The information that is entered will determine the amount of tax liability owed to the State of California if any.

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