Skip to main content
February 19, 2024
Solved

How to file CA 549 and 549 NR?

  • February 19, 2024
  • 1 reply
  • 0 views

Can I file both CA 540 and 540nr at the same filing with turboTax delux 2023? 

I became CA non-resident in June. But still working for same employer (one W2)

    Best answer by Vanessa A

    If you opened the savings account after moving to WA, you would not include the interest on your CA return at all.  The interest would be taxable to the state you live in when you receive the interest.  However, since WA does not have an income tax, the interest on your savings account will not be taxed by any state. 

    1 reply

    February 21, 2024

    No. If you moved out of CA during the year, Use Form 540NR.

    As a part-year resident, you pay tax on:

    • All worldwide income received while a California resident
    • Income from California sources while you were a nonresident. 

    After you moved, you w-2 income is not considered CA source income. The source of income from services compensated by W-2 wages is the location where the services are performed, not the location of the employer. 

     

    How do I file a part-year state return?

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
    Minae1Author
    February 23, 2024

    Thank you for reply.

    I am still working for the same employer in CA on site, not teleworking. Then, I should file W2 income only with 540NR.

     

    One more question;

    I have a savings account(online bank) which I opened after moving to Washington state. Do I include interest (1099-int) from this account when filing 540NR?

     

    Vanessa AAnswer
    February 23, 2024

    If you opened the savings account after moving to WA, you would not include the interest on your CA return at all.  The interest would be taxable to the state you live in when you receive the interest.  However, since WA does not have an income tax, the interest on your savings account will not be taxed by any state. 

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"