I received a CA trust K-1, but have 0 income earned in CA. I am not a CA resident. Do I need to file a CA return?

Forum|Forum|7 years ago
June 1, 2019
7 replies
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Lisa995

Alumni - Champ

The California trust K1 has zero income showing on it?

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W-90_2Author

Level 2

Yes, in column E it shows zero reportable income.

Lisa995

Alumni - Champ

How much income in which box(es)? You may need to file a CA non resident return.

♪♫•*¨*•.¸¸♥Lisa♥ ¸¸.•*¨*•♫♪

W-90_2Author

Level 2

Line 7 shows total $7k, but states zero CA taxable income. I have no other income earned in CA and am not a resident.

pk_

Level 15

is this inheritance from a decedent's estate/ trust ?

W-90_2Author

Level 2

Yes, it is.

pk_

Level 15

I think in this case you have two choices --- enter the K-1 in federal, ditto for your home state and (1) do nothing for CA OR (2) file a CA showing only the K-1 entry and there should be no taxes for CA. The second ( while costing for TurboTax prep and paper filing ) is the best way because it will close off any enquiry from CA