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Happy New Year to everyone - and I hope we all have a smooth tax season! Good Luck to all!

Terry, Yes, the client would file a non-resident CA return. You will know right away from the W2 if the employer withheld correctly. There should be withholding for CA SDI and CA PIT on the W2. If not, the employer is not treating the client as an employee working in the state. Tom Modesto, CA

Happy New Year! Let's hope 2019 brings all of us nothing but the very best!

Another thing I failed to mention regarding 1099 Express is the reasonableness of their fee for doing the mailing of the 1099 to vendors. They only charge $1.35 per form, which INCLUDES the 50 cents postage. So that's a net rate of 85 cents per form to collate, fold, stuff envelopes, etc. Most prices I've seen are in the range of $3.00 per form and up. That per-form price goes down slightly as volume goes up.

Thanks Tom and I think you are spot on and thanks for the word of caution. It is the taxpayer's responsibility to file ALL tax returns timely. As their previous preparer, I don't quite see how I can be held accountable for their failure to comply with the requirements of the OIC. They knew this up front without a question. Might not be the best thing to do here but, I am going to go ahead and try to take care of this. I have already explained to my client the risks. With that said, everything will be documented. They insist an extension was filed, I want a copy of that. I have already printed off the text and voice mail transcript of when they (the client) made the initial contact with me. Today, the client shows up with only some of the necessary forms to complete the return. Again, documented. If I don't get everything I need by the end of this week, I will set them free and refuse to work any further. Here is another question for you. I just learned the client's spouse is working in CA. I think the spouse has been there, lets say at least half of the 2018 tax year. Will they need to file a non-resident CA return, or part year CA resident and part year NC. Their tax home is NC. I'm not sure if the organization the spouse works for is paying all of the associated expenses or not. I am curious in case they want to retain me for TY 2018 so it will be another reason to send them packing.

Max is correct. Always use the current address.

Mail both to KC. It is the current address. https://www.irs.gov/filing/where-to-file-forms-beginning-with-the-number-7 The IRS frequently changes mailing addresses. Mailing it to an old address will only delay processing.