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Other state tax credit on Ca return

CB22
Level 1

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?

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3 Comments 3
Just-Lisa-Now-
Level 15
Level 15
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♥¸¸.•*¨*•♫♪
CB22
Level 1

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).

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Just-Lisa-Now-
Level 15
Level 15
Ive never had this situation, so Im not sure how to force this through, sorry.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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