VA Form OSC/CG not recognizing CA abbreviation for California

[PCP1]

Please fix so that CA abbreviation is recognized

[BillM223]

Are you using TurboTax Online? If so, are you on the screen with the heading: "Tell Us Which State". This screen follows: "Credit for Tax Paid to Other States"

As you can see, this is a pulldown menu with California fully spelled out.

Since I am sure you can see that, what screen are you really talking about?

[PCP1]

Yes, the pulldown menu has "California" spelled out.  I am a non-resident of CA and a resident of VA.  Following the TurboTax instructions I completed the non-resident CA questionaire first.  Then I completed the VA full time resident section second.  On the VA form itself, "CA" is highlighted in yellow and the Check This Entry error reads as follows (in the VA forms):  "Sch OSC (1): State Code is not a valid state for this credit.  You must claim the credit on CA's nonresident form".  Virginia is not included on the pull down menu.

[KeshaH · Accepted solution]

We can look at your return and see exactly what you see to  help come to a resolution. The return will be scrubbed and won't include any of your personal details.

If you're using TurboTax Online:

Once you're logged in to your account,

- on the left hand panel, click on Tax Tools and then choose Tools

- on the pop up window, select Share my file with Agent

- you'll see a message saying you'll give us a copy of your tax return. Your personal information will be changed so we can't see any private information.

- click okay and you'll get another message with a token

Please reply to this message with your token so that we can further assist you.

[StateCode]

I am having the same problem.  The state abbreviation for California seems to be coded incorrectly, as “C”, not “Ca”.  The drop-down menu for the full state correctly identifies the state of California, but the state abbreviation is incorrect.

The error message reads: “Sch OSC(1): State Code is not a valid state for this credit.  You must claim the credit on CA’s nonresident return.”

[AmyC]

CA has an agreement with VA, AZ, OR and Guam. CA gives you the credit for tax paid to VA instead of the other way around.

You do want to switch and claim the credit on the CA nonresident return.

1. Prepare the resident return first.
2. Then prepare the nonresident CA and claim a credit for the OR double taxed income and a credit for the double taxed income.  Since he happens to live in one of those rare states.
3. You get credit for the lower state tax on the lowest taxable amount.
   • Each state calculates taxable income differently.
   • Each state has its own tax rate/ system.
   • You get the lowest of both categories as a tax credit.

Anyone not living in one of those states/ territories should prepare the returns opposite.

Reference:

• 2024 Instructions for Schedules OR-ASC
• Other state tax credit | FTB.ca.gov

@StateCode   @PCP1 

[StateCode]

Thank you, @AmyC  That explains everything.  I had been working on this issue for hours to no avail.  Thank you so much!

@AmyC 

@PCP1