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Thanks Lisa - none of those things apply to my client. Retired and living mostly on SS. There will be zero wages or compensation of any kind. No more IRA withdr...
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Thanks George. In normal circumstances I'd agree with you. In this case however, adding a CA return - even a part-year - would probably mean client would have t...
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Bob - yes moving from AZ - and I don't have issues with that part since that's where I practice. It's the tiny piece of CA residence that I'm concerned about. N...
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Thanks Jim - I started there with my googling and I couldn't find a straight answer. Maybe I missed it.
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Client moving to CA in mid-December. Over 65, single, no dependents, only income Social Security, IRA and broker investment account. Total taxable income for Fe...
