CA Sch S: multi-state and getting credit for other state tax

[REBECCABAILIN]

Client is a CA resident (wife lives in CA). He flies to NY most Sundays and returns to CA on Thursday.

77 workdays in NY. NY non-resident with NY source income. The only "other state" income is wages (thank god)

I don't get the CA Schedule S.

Ln1 - Double Taxed Income Worksheet.

Column b I put the TOTAL INCOME listed on the W2 for CA

Column c I put the TOTAL INCOME listed on the W2 for NY

I didn't try to allocate by the NY workdays vs. the CA workdays.

It looks like the result is that I got the "other state" credit (code 187) on line 43 of the CA 540 -- it looks like I got the whole NY credit off my CA liability.

But I'm a little nervous that I did it wrong because ATX asks me to INPUT CA SCH S line 4 (CA AGI), line 7 (NY tax liability) and line 9(NY AGI). why would it have me input this data?

[Lion EA]

Did you read the NY definitions of residency? Sunday through Thursday would be greater than 183 days. Does he have a NY apartment? CA may not be your only problem.