CALIFORNIA EFILE DIAGNOSTIC IS ASKING FOR RESIDENT STATE WHEN THEY LIVE IN MEXICO

Forum|Forum|6 years ago
December 7, 2019
3 replies
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CALIFORNIA EFILE DIAGNOSTIC IS ASKING FOR RESIDENT STATE WHEN THEY LIVE IN MEXICO AND ARE NON US RESIDENTS OF ANY STATE

Lacerte Tax

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Best answer by George4Tacks

try Screen 55 >

Residency = 1 for Non Resident >

Domicile in 2018, select Country = Mexico >

Nonresident of CA Entire Year, Country of residence = Mexico

And maybe more entries

sjrcpa

Level 15

What type of return are you doing? Does "US" work for tthe state?

The more I know the more I don’t know.

George4TacksAnswer

Level 15

try Screen 55 >

Residency = 1 for Non Resident >

Domicile in 2018, select Country = Mexico >

Nonresident of CA Entire Year, Country of residence = Mexico

And maybe more entries

Answers are easy. Questions are hard!

itonewbie

Level 15

Agree with George this should do it except you should review your client's facts and circumstances that the domicile is indeed in Mexico instead of CA. It is possible for one to be a treated for income tax purposes as a nonresident while remaining a domicile of CA.

Changing domicile from one state to another (including CA) has a high bar. Relocating to and living in Mexico, in itself, is not sufficient proof that domicile has changed. The safe harbor rule of CA allows domiciliary to be treated as nonresident provided the prescribed conditions are met.

---------------------------------------------------------------------------------Still an AllStar

George4Tacks

Level 15

WHEN ALL ELSE FAILS READ THE INSTRUCTIONS

If you did not reside in the United States or a U.S. Possession, use the code “FC.” The code “FC” is the abbreviation for foreign country.

ps: typing in all caps is considered yelling and doing so generally indicates a lack of concern and it is hrdr t rd

Answers are easy. Questions are hard!

IRonMaN

Level 15

Maybe the instructions were all in caps and hrdr t rd.

Slava Ukraini!

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