Tax Filing question - AoS from K1

[Yu1988 3]

45 minutes ago, Wuozopo said:

It does ask confusing questions to try to steer you down the right path. For your Federal return, it doesn’t really matter what you say about state of residence but it may populate the CA part. And you probably don’t have to be a resident of CA the full year just because you are for the IRS since they are separate taxing authorities. She could have lived in Idaho part year and CA only care when you lived in CA.  As far as CA state taxes, I don’t know how TurboTax does those. We live in Texas and don’t have state income tax. 
 

Here’s a link that explains resident and non-resident of CA. https://www.ftb.ca.gov/file/personal/residency-status/part-year-and-nonresident.html  Are you actually on a state return, not in the TurboTax federal part?

 

What are the questions? My Turbo won’t show me CA questions. I would answer factually.. did you live in CA all year…NO.  

I'm on a state return, not TurboTax federal part.

TurboTax asks both of us the following questions at the beginning of state return:

                                 

 

                               

 

                                   

 

                                  

Since I was a California resident before 2021, it also asks me 

                                    

 

[Wuozopo 4,293]

@Yu1988

 

i think you answer factually for your wife.

Did you become a CA resident in 2021. YES

Did you become a CA non resident in 2021 NO

Resident all year? NO

 

Just because the IRS considers her a resident all year when you elect that with a statement, it doesn’t mean CA has a provision for the same thing. 

[Yu1988 3]

7 hours ago, Wuozopo said:

@Yu1988

 

i think you answer factually for your wife.

Did you become a CA resident in 2021. YES

Did you become a CA non resident in 2021 NO

Resident all year? NO

 

Just because the IRS considers her a resident all year when you elect that with a statement, it doesn’t mean CA has a provision for the same thing. 

Thanks!

 

I answered "Yes" to the question "Did you become a CA resident in 2021?" for her, the date she entered US, and number of days she spent in CA factually. TurboTax filled Form 540NR, California Nonresident or Part-year Resident Income Tax Return, for our state tax return. 

 

 

 

[top_secret 2,458]

4 hours ago, Yu1988 said:

Thanks!

 

I answered "Yes" to the question "Did you become a CA resident in 2021?" for her, the date she entered US, and number of days she spent in CA factually. TurboTax filled Form 540NR, California Nonresident or Part-year Resident Income Tax Return, for our state tax return. 

 

We were in a very similar situation filing California taxes for 2020.  That is exactly what we did.  Just answered TurboTax's questions very literally and factually for both of us and trusted TurboTax to do its magic.   It indeed spit out a 540NR.  I'm no tax expert but CA FTB very promptly processed the return as is and we have not heard from them since.  Now 2021 went through smoothly as well so I can only assume it's all good between us and FTB.  I have always found CA FTB to be extremely aggressive whenever they feel they find a discrepancy so I take their silence as an all clear signal.

[Yu1988 3]

On 3/22/2022 at 7:23 PM, top_secret said:

 

We were in a very similar situation filing California taxes for 2020.  That is exactly what we did.  Just answered TurboTax's questions very literally and factually for both of us and trusted TurboTax to do its magic.   It indeed spit out a 540NR.  I'm no tax expert but CA FTB very promptly processed the return as is and we have not heard from them since.  Now 2021 went through smoothly as well so I can only assume it's all good between us and FTB.  I have always found CA FTB to be extremely aggressive whenever they feel they find a discrepancy so I take their silence as an all clear signal.

Thank you so much for sharing your experience!