ETax847 Posted January 31, 2020 Report Share Posted January 31, 2020 I have a client who lived in Indiana for the first 9 months of the year and then moved to California. When completing the Part Year-Resident CA return, on what schedule do I back out the non-resident (Indiana) income? Quote Link to comment Share on other sites More sharing options...
Lion EA Posted January 31, 2020 Report Share Posted January 31, 2020 For 2018, it was Form CA (540NR) California Adjustments - Nonresidents or Part-Year Residents, which took the bottom line on Side 4 Part IV line 5 California Taxable Income to Long Form 540NR, line 35. By the way, I had one in 2016, when the CA (540NR) was only two pages; 2018 was four pages. Quote Link to comment Share on other sites More sharing options...
ETax847 Posted January 31, 2020 Author Report Share Posted January 31, 2020 What line on the CA (540NR) do I back out the non resident income? I have it open as we speak. Sorry for the trouble Quote Link to comment Share on other sites More sharing options...
Lion EA Posted January 31, 2020 Report Share Posted January 31, 2020 You are not so much backing out the non resident income as you are identifying the CA only income and deductions. There are three pages of columns in Part II and Part III for Federal, Subtractions, Additions, Total using CA Law, and CA Amounts. You start with Federal and end up with just CA for everything from Wages all the way through Itemized Deductions. Then in Part IV you end of with CA Taxable Income on line 5 that transfers to Long Form 540NR line 35. There's a CA Schedule D, also, that goes by the dates residing in CA. Your software should do much of the heavy lifting, if you identified things as IN or CA and by date and entered the date CA residency began back in Part I line 3. Review the data entry on the CA screens to see if you need to enter anything manually. Then review the state returns as "government forms" to see if the "grids" divided income and deductions into the appropriate states. Does your software have a Help key? Also, read the CA part-year resident instructions. Quote Link to comment Share on other sites More sharing options...
KenO Posted January 31, 2020 Report Share Posted January 31, 2020 I think what your looking for in ATX is Sch CA 540NR part 2 where you can jump from column E CA amounts to a schedule called part II - Sections A and B 540NR Column E income adjustments. (Looking at ATX 2018, I'm not sure if any changes for 2019). Quote Link to comment Share on other sites More sharing options...
ETax847 Posted January 31, 2020 Author Report Share Posted January 31, 2020 Thanks guys!! I love this community in how helpful everyone is. Quote Link to comment Share on other sites More sharing options...
Lion EA Posted January 31, 2020 Report Share Posted January 31, 2020 I usually make my own spreadsheet first. Then I use it to proofread the states to make sure all the amounts are where they belong. Quote Link to comment Share on other sites More sharing options...
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