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Level 3
posted Apr 21, 2023 12:49:26 AM

CA Residency status not working for 540NR, via Step-by-Step

For Tax Year 2022, because of the residency, I need to file the 540NR, instead of 540. However, at the Step-by-Step mode, I found there is NO path to trigger the 540NR.  TurboTax CA State asks for the principle address. The address is a foreign address. However, the software also requires the County info which is a dropdown box with all the CA counties, that the foreign address doesn't have. Also, the problem is that the County dropdown box doesn't allow the <blank> entry (real bug here), nor the software is accepting <no label> as selection, and so it just stuck here. 

 

One workaround: Go to the Form mode and manually delete 540 and select 540NR. Then, you can go back to Step-by-Step and finish whatever needs to be finished.

 

This bug looks rather ugly to me. Hope Intuit can fix this ASAP. 

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1 Replies
Level 15
Apr 21, 2023 7:41:19 AM

TT generates CA Form 540NR if you indicate in the Personal Info section that you are either a part-year resident or a non-resident of CA.