topic How to file CA 549 and 549 NR? in State tax filing

How to file CA 549 and 549 NR?

Minae1 — Mon, 19 Feb 2024 17:55:18 GMT

Can I file both CA 540 and 540nr at the same filing with turboTax delux 2023?

I became CA non-resident in June. But still working for same employer (one W2)

Re: How to file CA 549 and 549 NR?

MayaD — Wed, 21 Feb 2024 15:16:02 GMT

No. If you moved out of CA during the year, Use Form 540NR.

As a part-year resident, you pay tax on:

All worldwide income received while a California resident
Income from California sources while you were a nonresident.

After you moved, you w-2 income is not considered CA source income. The source of income from services compensated by W-2 wages is the location where the services are performed, not the location of the employer.

How do I file a part-year state return?

Re: How to file CA 540 and 540 NR?

Minae1 — Fri, 23 Feb 2024 18:58:59 GMT

Thank you for reply.

I am still working for the same employer in CA on site, not teleworking. Then, I should file W2 income only with 540NR.

One more question;

I have a savings account(online bank) which I opened after moving to Washington state. Do I include interest (1099-int) from this account when filing 540NR?

Re: How to file CA 540 and 540 NR?

Vanessa A — Fri, 23 Feb 2024 19:08:32 GMT

If you opened the savings account after moving to WA, you would not include the interest on your CA return at all. The interest would be taxable to the state you live in when you receive the interest. However, since WA does not have an income tax, the interest on your savings account will not be taxed by any state.