topic Re: Bonus Payments in State tax filing

Bonus Payments

schilders97 — Tue, 31 Aug 2021 21:16:55 GMT

I worked for a company from July 2020 - September 2021.

I lived and had residence in Florida July 2020 - April 2021.

I am still a resident of Florida but I recently relocated to CA.

The company is in Californa.

If I am paid a bonus in September 2021 for the work I completed July 2020 - June 2021, how are my state taxes calculated?

Do I have to pay CA state taxes on the whole bonus or just the portion for when I was living in CA?

Florida doesn't have state income tax.

Re: Bonus Payments

DanPaul02 — Wed, 01 Sep 2021 10:10:28 GMT

When you file your CA tax return it will ask what dates you worked in California and calculate your tax payment based on that answer.

Re: Bonus Payments

Hal_Al — Wed, 01 Sep 2021 10:49:30 GMT

Q. If I am paid a bonus in September 2021 for the work I completed July 2020 - June 2021, how are my state taxes calculated?

A. The entire amount of the bonus is taxable in CA, because it was received while you were a CA resident, despite the fact that the bonus may have been related to earlier work.

That said, somethings are still not clear:

"I am still a resident of Florida but I recently "relocated" to CA". What does that mean? Are you only temporarily living/working in CA with an intent to return to FL? Is there an end date to the temporary CA stay? Do you still have a FL home?

Are you a regular W-2 employee or a contract employee?

"I lived and had residence in Florida July 2020 - April 2021". I assume you were working from home, in FL, for the CA company, during that time. Is that correct?