Will a taxpayer get a refund for the CA taxes withheld if there is no tax due? This is a military return where they are stations in WA but W2 is coming from Cali.

Forum|Forum|4 years ago
March 9, 2022
3 replies
8 views

This is the first year of taxpayers business C.

ProConnect Tax

This topic has been closed for replies.

Best answer by qbteachmt

I did find this a bit confusing: "for the CA taxes withheld if there is no tax due?"

Because you stated they have a business (Sched C) in WA, but W2 from California? And there might be no Balance due, or some tax owed to which their prepayment from withholding will be applied. Because withholding is not Taxes; it's just in case of taxes. The States and Fed typically want some prepayment, just in case there will be taxes owed.

sjrcpa

Level 15

Why wouldn't they?

A CA return does need to be filed to get it.

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

abctax55

Level 15

Make sure you source the W-2 income to CA if has CA withholding, assuming the W-2 was prepared correctly.

And yes, a refund can exist even if tax is zero (assuming the tax really is zero...)

HumanKind... Be Both

qbteachmtAnswer

Level 15

I did find this a bit confusing: "for the CA taxes withheld if there is no tax due?"

Because you stated they have a business (Sched C) in WA, but W2 from California? And there might be no Balance due, or some tax owed to which their prepayment from withholding will be applied. Because withholding is not Taxes; it's just in case of taxes. The States and Fed typically want some prepayment, just in case there will be taxes owed.

Don't yell at us; we're volunteers

Sign up

Login with SSO

Let's get you signed in

Login with SSO