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Level 1
July 30, 2026
Question

Citizen lives overseas

  • July 30, 2026
  • 1 reply
  • 15 views

Hello, 
My client moved from California to Quebec, Canada, on 12/31/2024. And he has $500 income tax due to CA.  Lacerte asked what state of residence as of 12/31—no foreign country in the drop list.  Leaving the state of residence blank gets a critical diagnosis. How can I e-file a CA tax return?  Thank you.

Louise

1 reply

George4Tacks
Level 15
July 30, 2026

Select US. The client needs to file a 1040 and a 540. Possibly they will have a foreign income exclusion or foreign tax credit, but using US will set up the two returns that need to be filed in Lacerte

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