Skip to main content
Level 2
June 9, 2021
Question

Other state tax credit on Ca return

  • June 9, 2021
  • 1 reply
  • 6 views

I have a client that is an S corp shareholder in a large law firm.  They have pass through income from various states with taxes paid on their behalf by the corporation.  I can not get the credit for Virginia or Oregon on Schedule S.  I should not have to file non-resident returns in those states to get the credit since this is from a flow through entity.  Any one have any suggestions?

This topic has been closed for replies.

1 reply

Just-Lisa-Now-
Intuit Community Champion
June 9, 2021
OR is a reverse credit state, VA may very well be also (you'll have to research it), meaning the other state credit goes on the non resident state, not the resident state return.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
CB22Author
Level 2
June 14, 2021

Correct.  Except, according to the instructions for Schedule S, if a California resident is included in a group nonresident return to these states, they can claim the credit on their CA resident return (see page 1 of instructions).

Just-Lisa-Now-
Intuit Community Champion
June 14, 2021
Ive never had this situation, so Im not sure how to force this through, sorry.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪