My son worked for 6 months in Mass and then transferred to work in CA for the last 6 months of the calendar year.
He is still working in CA after the first 6 months.
For filing his taxes in CA.
Questions:
Please let me know.
Thank you
There is some missing information.
Exactly when did he work in MA and when in CA? (The number of days in each state may be significant to the filing requirements.) Was he a resident of MA before the transfer to CA? Is the transfer temporary or permanent? If temporary, how long will the CA employment last? Does he still maintain a residence in MA?
Based on the answers to those questions, he may have to file as:
resident of both states, part-year resident of both states. or resident of MA and non-resident of CA.
He needs to carefully review the residency definitions (both domiciliary and statutory) for both states.
The CA form will be Form 540-NR. CA residency is discussed in FTB Pub. 1031.
Ira Smilovitz, EA
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