CA HSA reporting for Non Resident with CA W2

[MayB42]

Full year non-resident, however, employer allocated $6000 of wages to CA that they claim I earned the prior year when I was a CA resident. I also have $3850 in HSA contributions. How do I report on CA schedule CA?

I have the $3850 HSA contributions on line 7a (wages) column C (additions to income).

Do I also need to increase the amount in Column E (CA Source income) for the $3850? I am just showing the $6000 from the W2 in column E, but I am not sure if I need to increase that for the $3850. Since it is NOT CA source, I think I do NOT increase column E.

[BillM223]

Using the interview or Step by Step, which I would prefer that you use, when you start the CA interview, it will ask about residency. Indicate how many days you were in California in 2023.

Continue and eventually you will come to a screen with the title "Here's the income that California handles differently"

Scroll down (if you need to) to "Health Savings Account (HSA) Contributions" and click on Start or Edit or whatever the button says.

The next screen should be asking you "About your HSA contributions" to let you adjust the automatic amount that is the sum of all HSA contributions on your return. Here you can enter the amount of the HSA contributions that belong to the California income (could be zero).

So where did the HSA contributions come from? From your CA income? non-CA income? Spread over the year?

[MayB42]

Income was from non-CA source (earned as FL resident) spread through out the year

[BillM223]

Why does your employer think that you had $6,000 of CA income? Did you ever visit the state and do work there?

If none of the HSA contributions are associated with CA source income, then enter zero on the screen that I described above.