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Level 5
April 4, 2022
Question

Do CA state None resident need file return if only source of income from sold house (exclude the gain)

  • April 4, 2022
  • 1 reply
  • 10 views

Hi,

A MFJ return, couple owned home in CA, moved out CA state on Nov 15 2020, had no in come from CA in 2021.

But only sold their CA home in Jan 2021 (they were able to exclude all the gain of $80k).

Now my question, do they need file CA none resident return?

Currently the filed MFJ on federal, MFS on state of MA and TX (one moved to MA bought home, the other moved to TX renting)

 

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1 reply

abctax55
Level 15
April 4, 2022

What is the gross selling price?  Was a F 1099-S issueD

Even if less than $ 500,000 - I would file the CA NR.   CA is notorious for not wanting to let go of residents...  

HumanKind... Be Both
skyworksAuthor
Level 5
April 4, 2022

Sold 3/5/2021.

1099-S issued $1,225,000 (commission paid $42k) ,

Purchased 9/30/2019 at $1120,000.

Total net gain is $62k, I used partial exclusion for them, move due to job change.

 

I tried CA NR, no income calculated for CA, but had error message regarding HSA they received.