Jump to content
ATX Community

CA Sched S


Hahn1040

Recommended Posts

Do any of you CA people have experience with taking the credit for state tax paid to VA?

MY client is a dual resident.  She works in VA, owns a home and spends more than 183 in VA.  However, she still has close ties to CA:  owns a home, files jointly with husband who lives in CA and receives a CA pension.  She has spent well over 45 days there in the past two years so she does not qualify for the Safe Harbor.

Both states tax all of her income because she is a resident of both states.

VA instructions say that she takes the credit on the CA return for the tax on her income.  CA instructions say that she can only take the credit for VA source income.  therefore the pension is taxed to both states with no credit relief.

Am i interpreting this correctly?  Is there any way around it.

I  would appreciate any guidance anyone can offer.  Thanks!

Link to comment
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Guest
Reply to this topic...

×   Pasted as rich text.   Restore formatting

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

Loading...
  • Recently Browsing   0 members

    • No registered users viewing this page.
×
×
  • Create New...