I have invested exclusively in federal treasury funds inside my HSA so that they're exempt from CA state tax, but I don't see a way to enter this in the questionnaire (it just asks if there was any interest or dividends inside the HSA). Any way to specify where the interest comes from, or should I just put $0 since it's…
Hi everyone, I'm a full-time student and a New York resident. In summer 2024, I completed a paid internship in California (June to August). This internship was my only source of income in 2024 – I had no income in NY. Here’s the tricky part: My employer issued two separate W-2s for this one internship: W-2 (NY): Includes…
Hello. I have a rental property in Texas, which has no state income tax. However, I am a resident in California, which requires rental property to be filed as part of my income. I cannot seem to be able to configure this directly. Is there a way for me to adjust to add rental income to be recognized in the California state…
Freetaxusa shows that my California Income Tax Withheld is $7,370, even though across my W-2s, that amount is only $6154.27. I'm a resident of WA that travels to CA for work. How do I validate how freetaxusa comes up with the $7,370 amount? The 540NR form simply states the amount withheld without saying how it's calculated.
I thought I used CalFile successfully last year, and I have a rental home with Schedule E. Then I saw we couldn't use CalFile free if we have Schedule E or some other forms. Any thoughts about this? Do I have to file on FreeTaxUSA and pay the $14.99 for the state return?
Hi, I need to add an adjustment to my income for California. On Form CA 540 I am able to do this by adding an addition on line 3b Column C for additions. The interface is pretty poor in that I don't seem to be able to manually add additions to my California income. I figured I could also add it in line 8z. Maybe I am…
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Made a big mistake and contributed to the max limit for Roth IRA for 2023, 2024, and 2025. Found out I wasn’t supposed to after speaking with a friend. I didn’t know that you need to earn income to contribute. I know…it was dumb and I should’ve done my research before listening to someone else’s advice. :\ I am not working…
Hello, in my 2023 tax return I claimed tax treaty exemption on form 1040 by entering a negative number on form 1040 line 8 and schedule 1 line 8z (Other Income, Miscellaneous Income). I just realized I need to adjust my income on form 540 (California Resident Income Tax Return) because tax treaty exemption does not apply…
Hi, We’ve recently bought a house in CA and are thinking of paying property tax before year-end and deduct it from our CA taxes. We won’t have enough to itemize Federal taxes, but the amount will be above CA standard deduction. Two questions: 1. Can we still itemize CA deductions even though we’re taking standard Federal…
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