topic I received a K1 with a section that lists "2018 State Schedule" and under "state/description" lists CT and NY. I live in CA do I need to file out of state returns? in State tax filing

I received a K1 with a section that lists "2018 State Schedule" and under "state/description" lists CT and NY. I live in CA do I need to file out of state returns?

SJH57 — Mon, 29 Jul 2019 18:34:59 GMT

Re: I received a K1 with a section that lists "2018 State Schedule" and under "state/description" lists CT and NY. I live in CA do I need to file out of state returns?

Anonymous — Mon, 29 Jul 2019 19:37:40 GMT

maybe. the question is under each states law are you required to file. why don't you do some work and visit each of those states websites. and then look at filing instructions for individual returns. generally there will be a section on who is required to file.

Re: I received a K1 with a section that lists "2018 State Schedule" and under "state/description" lists CT and NY. I live in CA do I need to file out of state returns?

TomD8 — Mon, 29 Jul 2019 21:56:23 GMT

If your K-1 income includes income generated in NY and CT, you must file a non-resident return in each of those states IF the particular state amount you received exceeds that state's filing threshold for non-residents.

You'll find CT's non-resident filing requirements on page 6 of this reference:

https://portal.ct.gov/-/media/DRS/Forms/1-2018/Income/CT-1040NRPY-Online-Booklet_1218.pdf?la=en

You'll find NY's non-resident filing requirements on page 7 of this reference: https://www.tax.ny.gov/pdf/current_forms/it/it203i.pdf

Since you live in CA, ALL your K-1 income is taxable by CA. But if you do have to pay any tax to CT or NY, you'll be able to take a credit for it on your CA return - so you won't be double-taxed.