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In 2017 we moved from CA to WA. In 2018, CA State teachers kept deducting CA state taxes from my wife's retirement pay. What forms are needed for a refund?

It's a small amount, so do we need to submit anything at all or can we just let it go?
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TerryA
Intuit Alumni

In 2017 we moved from CA to WA. In 2018, CA State teachers kept deducting CA state taxes from my wife's retirement pay. What forms are needed for a refund?

You don't have to file a nonresident Calif return to get the full refund if you don't want to. Filling out a Calif Form 540NR and a Schedule CA(NR) by hand isn't a simple, quick slam-dunk so if the $$ isn't worth the bother then fuhgetaboudit.

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TerryA
Intuit Alumni

In 2017 we moved from CA to WA. In 2018, CA State teachers kept deducting CA state taxes from my wife's retirement pay. What forms are needed for a refund?

You don't have to file a nonresident Calif return to get the full refund if you don't want to. Filling out a Calif Form 540NR and a Schedule CA(NR) by hand isn't a simple, quick slam-dunk so if the $$ isn't worth the bother then fuhgetaboudit.

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