California Part Year Resident

[samingeorgia]

OK, I've fiddled with this blasted CA-540NR Part-Year form long enough! The lady moved to California in June; she earned 8,000 in Georgia and 13,000 in California. However, I can't see how I can show only the CA income on her Caloifornia state return. It's all W-2 income. According to what I read, "Column E" is supposed to be CA income and income earned while a CA resident. But the adjustment column is apparently for differences in law.

How the heck do I do this, it says she owes several hundred dollars. Since she has moved back to GA, I may tell her to throw the damn thing in the trash can.

[jainen]

>>show only the CA income on her Caloifornia state return<<

You must show ALL her income on her California return. Column A is for the total federal amounts. Columns B-C-D are for differences in law--for example, American Social Security would be subtracted because federal taxes it and California does not, but generally W-2 income is treated the same under federal and state law. Column E is for just the $13000 income earned while a California resident.

California tax is calculated on her ENTIRE $21000 of income, but she only owes 62% of that because of the ratio of her California income.

[samingeorgia]

OK, now I see a bunny hop to a worksheet specifically for Column E, and sure enough, it flows right. The actual percentage is 60.81. Thank you!!

[samingeorgia]

And by the way, you clearly explained in five or six sentences what the State of California took 10 pages to obscure.

[BulldogTom]

Welcome to our nightmare Sam. The Republic of Kalifornia appreciates your input.

Tom

Lodi, CA

[JRS]

AND your client's money.