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No, the IL wages of $100K would be correct because the TP is a full year resident and all wages will be taxable in the state of residence. None of the other states listed have reciprocity with IL. In order to claim a credit for taxes paid to any other states, the TP is required to file a return in any of those other states and have a tax liability for which the credit may be claimed. The credit for taxes paid to other states is only on the income that is taxed in both that other state and that is also taxed by the State of IL, and that is how the TP offsets some of the IL tax liability.

He has as much chance of avoiding CA taxes as a celluloid cat chasing a snowball in hell. Even some people that have vacation homes in CA are sometimes considered residents. https://www.palmspringstaxandtrustlawyers.com/the-part-time-resident-tax-trap/

Since the personal exemptions are zero on the 1040, there are no allowances on the W4. The withholding tables broke from past practices of using a number much smaller than the standard deduction so workers were more likely to have a cushion of extra withholdings. The new tables use the full 12,400 standard deduction, so that cushion is gone. A single worker with one job who just checks single on the new W4 then signs it, will be withheld very close to what their actual tax will be. Tell your clients that, and if they want a cushion they'll have to enter an amount on the extra withholding line to ensure a refund. The new form should also prevent the perennial disaster we've all seen, where a couple gets married and both changed their W4s to married, and end up owing a lot when they file their first joint return. A lot of wedding sites/magazines were actually recommending the newlyweds do this. And it's designed to help the person who works several jobs, and has no withholding on the lower earning jobs. Now they can have their main job do all of the withholding for all of their jobs. To me the biggest downfall is going to be kids working summer jobs having unnecessary withholding then having to file a return to get it refunded. They should have put a 4th checkbox at the top, that says, I am single and expect my total income to be less than 12,400. This would let employers know to not withhold any taxes. If you read the instructions, your supposed to write 'EXEMPT' in a blank space under 4(c), which is really poor form design.

I've had one over-65 client that is itemizing for state purposes with some medical .

And that, my friends, is what we call "job security."

I can't believe you have a client who can itemize. I haven't had one yet this year, so far. Those usually come in later. The donation was in 19, so the deduction can only be taken in 19. Wait for the sale amount. The IRS might send you a notice and then you can send them the 1098C with explanation.

They took a copy of my file and told me they will call me back. It sounds like it's a problem they can't figure out how to fix as of right now.

Finally got someone on the phone. They instructed I delete my EFIN number, save. Then reentered it. It fixed the problem.

From an older ATX blog, it sounds like you need to make sure that your own "client" information is up to date within the ATX system, meaning your information as the tax preparer. Here is the snippet that I found:

He is a resident of the state and CA taxes worldwide income of its residents. No workaround for last year. Still has time to move this year though. Tom Modesto, CA

Me, too.