turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

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.

Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

3 Replies

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.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies