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Level 3
posted Apr 22, 2020 7:33:07 AM

Need some help with Schedule CA(NR) Schedule E Income Smart Worksheet

I need some help completing the entries on the subject worksheet, which answers the interview questions from "Rental Real Estate, Royalties, etc" and specifically these items while a California non-resident (and eventually the values get reported on CA Schedule 540NR):

 

My specifics are:

Line 5 (Rental real estate, royalties, partnerships, S corps, trusts etc):  Column A (Federal Amount) -24,052

This number comes from line 26 of my federal schedule E, which lists two rental properties, one in Virginia in one in California.  The VA property had a profit, the CA property had a loss.  It would seem to me that I should remove all the VA entries that are included in the -$24,052 and only use the numbers associated with the CA property.  This would result in the number being much larger,  -$31,825. Am I missing something, or am I doing this correctly?  When I see a manual inputted value that is so different from the turbotax transferred value, I feel the need to validate.

Thanks

Harold

 

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1 Replies
Intuit Alumni
Apr 24, 2020 10:40:15 AM

What you are being asked to enter is all of your rental income while you were a Calif resident (if any), plus rental income from Calif sources while you were a nonresident (if any).

If you were a Calif nonresident for all of 2019 then you would just enter the Calif rental income(loss).

 

Sch CA(NR) columns A-D hold your total income and adjustments as if you had been a Calif resident all year. Column E is for just the Calif amounts as described above and those amounts are what are subject to tax on Form 540NR.