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California help, please


L.S.

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Have a client who moved from California to Iowa in March of 2008. I have printed the instructions - all 63 pages for the California 540NR. Have not yet begun to read them.

Any help to get me started would be much appreciated - what to look for, etc.

Thanks.

I have a copy of their 2007 federal and state of California return.

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It is not real easy, but the rules are fairly straightforward. You will have to allocate his income between the two states. Make sure you fill in all the dates in ATX for days in CA and make sure you have all the W2's coded for the correct states.

Is there anything really complicated about the return?

Tom

Lodi, CA

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I just did a non Resident one - Use forms CA540NR & SchCA540NR. You enter the income from CA on the Sch CA 540 NR and it transfers it to the CA 540 NR. I don't know if your state offers a credit for taxes paid to another state like Wisconsin, for us it is the OS form. Just for reference. Thanks & good luck. I had a slew of them in the last couple of days so I am learning real fast how to do different states:)

Sara

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