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March 6, 2020
Question

I was taxed in the wrong state. How do I get the nonresident form to accept 0 allocation?

  • March 6, 2020
  • 1 reply
  • 0 views
I live/work in CA but my company is out in NY. My company switched PEOs and my employer accidentally marked me as a NY employee instead of CA so I paid NY income tax for the whole year. I see that it says to put $0 in the allocation to NY for the nonresident form so I can get all the income tax refunded to me so I can properly pay CA income taxes. However, when I put $0 allocation to NY in the form it keeps telling me I need to fix the issue or else it won't let me submit the form.

1 reply

March 6, 2020

You do report your NY income and tax paid there on your New York Non-Resident return.

 

On your California Resident return, report all your income and you will get credit for tax paid to NY.

 

Click this link for instructions on How to File a Non-Resident Return

edchung87Author
March 6, 2020

I'm not sure if I'm setting this up correctly. So I went back to the NY nonresident form and just entered in the income tax information like normal, but instead of refunding my entire NY income tax amount, it's still saying I owe money. However, for CA form, it's giving me a credit back for the full amount that I would've owed CA. My income taxes in CA should be lower than the income taxes I paid NY so I technically should be getting money back here. I'm not sure if I'm just still not entering in the NY information correctly.

March 6, 2020

If you were taxed correctly on your NY income, you should about break even (maybe get a little back, or owe a bit).

 

CA probably won't give you a refund, since you didn't pay any tax to them. 

 

Review your main State Tax Forms to see what the calculations were. 

 

Since we can't see your return in this forum, click this for info on How to Get a Live Review