George4Tacks
Level 15

I often use a flippant answer of "When in doubt, read the instructions." I should have used my own advise.

https://www.ftb.ca.gov/forms/2022/2022-540-booklet.html

Filing Status

Use the same filing status for California that you used for your federal income tax return, unless you are an RDP. If you are an RDP and file single for federal, you must file married/RDP filing jointly or married/RDP filing separately for California. If you are an RDP and file head of household for federal purposes, you may file head of household for California purposes only if you meet the requirements to be considered unmarried or considered not in a domestic partnership.

Exception: If you file a joint tax return for federal purposes, you may file separately for California if either spouse was either of the following:

  • An active member of the United States armed forces or any auxiliary military branch during 2022.
  • A nonresident for the entire year and had no income from California sources during 2022.

    Community Property States: If the spouse earning the California source income is domiciled in a community property state, community income will be split equally between the spouses. Both spouses will have California source income and they will not qualify for the nonresident spouse exception.

If you had no federal filing requirement, use the same filing status for California that you would have used to file a federal income tax return.

If you filed a joint tax return and either you or your spouse/RDP was a nonresident for 2022, file Form 540NR, California Nonresident or Part-Year Resident Income Tax Return.

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Now, how to do this! I found a check box in Misc. Info./Direct Deposit > look on top for CA > California Miscellaneous > 1st check box

BUT I don't see any direction as to how to do this. 

I THINK  you need two files, i.e. copy the first and do this and change filing status in the Client Information box. You then will e-file the federal only in one file and efile the state in the other.

I strongly suggest you chat or phone support to get confirmation. https://proconnect.intuit.com/support/en-us/help-article/intuit-account-settings/contact-proconnect-...

I would appreciate hearing what they have to say.


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