California income tax & out-of-state income


J

Jim Bancroft

My sister worked in San Diego this year, for about six
months. She then moved to and now works in Chicago, and is
an Illinois resident currently.

In filling out the California 540 form, I don't see anything
about separating in-state from out-of-state income. All the
calculations go off your federal AGI, best I can tell. Even
schedule 540 doesn't seem to have any provisions for this.

I know California wouldn't make it obvious on how to keep
your CA income separate from Illinois, but how do I reflect
this on a 540? Thanks very much.
 
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A

Arthur L. Rubin

(mailed and posted)

Jim said:
My sister worked in San Diego this year, for about six
months. She then moved to and now works in Chicago, and is
an Illinois resident currently.

In filling out the California 540 form,
Stop. Use form 540NR, rather than form 540. If the
allocation instructions aren't clear, ask again.
 
P

Peter L

Jim Bancroft said:
My sister worked in San Diego this year, for about six
months. She then moved to and now works in Chicago, and is
an Illinois resident currently.

In filling out the California 540 form, I don't see anything
about separating in-state from out-of-state income. All the
calculations go off your federal AGI, best I can tell. Even
schedule 540 doesn't seem to have any provisions for this.

I know California wouldn't make it obvious on how to keep
your CA income separate from Illinois, but how do I reflect
this on a 540? Thanks very much.
You'll need the part year resident form:

http://www.ftb.ca.gov/forms/03_forms/03_nrbktoc.html

Probably an extension at this time.
 
M

Mike Oliver

Jim said:
My sister worked in San Diego this year, for about six
months. She then moved to and now works in Chicago, and is
an Illinois resident currently.

In filling out the California 540 form, I don't see anything
about separating in-state from out-of-state income. All the
calculations go off your federal AGI, best I can tell. Even
schedule 540 doesn't seem to have any provisions for this.

I know California wouldn't make it obvious on how to keep
your CA income separate from Illinois, but how do I reflect
this on a 540? Thanks very much.
I'm pretty sure you can't -- on Form 540. You need
Form 540 NR, the return for California nonresidents
and part-year residents.
 
M

Mike Oliver

Jim said:
My sister worked in San Diego this year, for about six
months. She then moved to and now works in Chicago, and is
an Illinois resident currently.

In filling out the California 540 form, I don't see anything
about separating in-state from out-of-state income. All the
calculations go off your federal AGI, best I can tell. Even
schedule 540 doesn't seem to have any provisions for this.

I know California wouldn't make it obvious on how to keep
your CA income separate from Illinois, but how do I reflect
this on a 540? Thanks very much.
I'm pretty sure you can't -- on Form 540. You need
Form 540 NR, the return for California nonresidents
and part-year residents.
 
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S

scott s.

Jim Bancroft said:
My sister worked in San Diego this year, for about six
months. She then moved to and now works in Chicago, and is
an Illinois resident currently.

In filling out the California 540 form, I don't see anything
about separating in-state from out-of-state income. All the
calculations go off your federal AGI, best I can tell. Even
schedule 540 doesn't seem to have any provisions for this.
Wouldn't a part-year CA resident file the 540NR form?

scott s.
..
 
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