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March 24, 2024
Question

Form 309 california

  • March 24, 2024
  • 1 reply
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Hi!  I'm not sure how to fill this one out. It's asking for income subject to tax by other state, I'm confused by this.

I moved to AZ from CA mid-December and now AZ in my resident state.  Do I need to fill this out or is there a way to get rid of it?

    1 reply

    March 27, 2024

    According to the instructions for Arizona Form 309, as an Arizona resident, nonresident returns filed with the following states DO NOT QUALIFY for the credit (for tax paid to another state) on the Arizona return: Alaska, California, Florida, Indiana, Nevada, New Hampshire, Oregon, South Dakota, Tennessee, Texas, Virginia, Washington and Wyoming. You may be able to claim a credit for taxes paid to Arizona on the nonresident return filed with any of those states listed above.

     

    This situation is the reverse of the situation for most states, where you prepare the nonresident return first and then take any credit for tax paid to that state on the resident return.

     

    See this thread for further discussion of this issue. You can choose to prepare the Arizona return before the California return and then take the credit on the California return instead.

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