Solved: After my MIL's death, we received her final PERS check from the State of CA. We are Oregon residents. Do we have to file a CA return for the .49 state tax withheld?
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After my MIL's death, we received her final PERS check from the State of CA. We are Oregon residents. Do we have to file a CA return for the .49 state tax withheld?

 
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After my MIL's death, we received her final PERS check from the State of CA. We are Oregon residents. Do we have to file a CA return for the .49 state tax withheld?

No, you do not have to file a State of California return if the income you received is under the filing limits of the State of California, which are shown in the chart linked here:  

https://www.ftb.ca.gov/forms/2017-California-Tax-Rates-and-Exemptions.shtml#ifr

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Level 2

After my MIL's death, we received her final PERS check from the State of CA. We are Oregon residents. Do we have to file a CA return for the .49 state tax withheld?

No, you do not have to file a State of California return if the income you received is under the filing limits of the State of California, which are shown in the chart linked here:  

https://www.ftb.ca.gov/forms/2017-California-Tax-Rates-and-Exemptions.shtml#ifr

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New Member

After my MIL's death, we received her final PERS check from the State of CA. We are Oregon residents. Do we have to file a CA return for the .49 state tax withheld?

Thank you so much! I didn't think so, but wanted a confirmation.
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