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January 25, 2021
Question

Personal info question?

  • January 25, 2021
  • 1 reply
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Personal info question: Did either of you make money in any other states? I/we live in Oregon. My father died in California. We received survivor benefits from California Public Employees' Retirement System - two benefit checks (one for 498.40 (no fed tax W/H), the other for $250.00 ($50 Fed tax W/H) ). Later, I will declare the benefits as income, but does this count as making money in another state?

1 reply

ColeenD3
January 25, 2021

No, the amounts are too small. California has a filing requirement. 

 

Do I need to file?

As a nonresident, you pay tax on your taxable income from California sources.

Sourced income includes, but is not limited to:

  • Services performed in California
  • Rent from real property located in California
  • The sale or transfer of real California property
  • Income from a California business, trade or profession

Please see this LINK for more information.