California income tax & out-of-state income

#4 04-18-2004, 05:53 PM

"Jim Bancroft" <bobsaambles[at]nospam.yahoo.com> wrote in

- quote -

> 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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#3 04-18-2004, 04:53 PM

Jim Bancroft wrote:

- quote -

> 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.

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->

#2 04-18-2004, 04:53 PM

Jim Bancroft wrote:

- quote -

> 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.

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->

#1 04-18-2004, 04:33 PM

"Jim Bancroft" <bobsaambles[at]nospam.yahoo.com> wrote:

- quote -

> 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.

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->

04-18-2004, 03:33 PM

(mailed and posted)

Jim Bancroft wrote:

- quote -

> 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.

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->

#-1 04-15-2004, 06:55 AM

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.

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->

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