Have a Tax Question? Ask a Tax Expert
Hello JA Customer,
As long as your CA source income is less than $11,698 for the year, then you are not required to file a CA tax return. However, if any CA taxes were actually withheld from your $1,378 in CA wages, you should file a return as a part year resident as you should be entitled to a full refund of any taxes they withheld. If no CA taxes were withheld, there is no reason to file.
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Thank you JA Customer
Hello again JA Customer,
Your IRA withdrawal is only subject to state taxes in the state where you resided at the time the withdrawal was made. But even if you were a resident of CA at the time that was done, as long as your total income from CA including that withdrawal is below the amount of $11,698, you would not need to file a CA return.
As far as federal taxes, if your gross income for the year is less than $9,350, including your IRA withdrawal, you would not be required to file a federal return, UNLESS you are under the age of 59-1/2. If you are under that age then you would owe the 10% early withdrawal penalty on the IRA distribution. But that same penalty does not apply to state taxes, so no state return would be required.
Hello again JA,
The only benefit to you of filing CA taxes is that you would get a refund of the $12.65 they withheld in state taxes. It may not be worth your while to take the time and trouble to file a return for that amount of money. But filing a return with CA would not offer you any other tax advantages.
No, you would not get that credit. The only way you get that credit is that it would be applied to taxes that you owe in the state. If you owe no taxes to CA to begin with, then there is nothing to apply the renters credit to. The only thing you would get is a refund of the $12.65.
Thank you JA