California form 592-B

Forum|Forum|4 years ago
March 27, 2022
1 reply
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I'm an Ohio resident. I'm a financial advisor and have a new 2021 California client. My company sent me a 592-B. I have my Federal and Oh State taxes completed and am wondering what I do with this 592-B? Do I fill out a paper 540nr and send it to California? I'm just confused on the whole process. The amount of tax withheld was under $100.

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Hal_Al

Employee

You say "My company sent me a 592-B". Is "my company" is your employer that you are a regular W-2 employee of? Or are you self employed and "my company" is the CA client?

If the latter, you are subject to CA tax simply by having a CA based client. You need to file a CA non resident return. On your OH return, you claim a credit for the net tax you end up paying to CA.

If the former, that's weird. You may need to ask your employer "what's going on?"

Taxedguy2022Author

I'm an Ohio employee for a local company. I'm both a w2 and 1099 employee. The income in question came from a CA based client and the income from the client would have been reported on the 1099.

Does your answer change based on this information?

Thank you!