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Hi, you certainly have your arms around it .. you're right (as you know) on all points this is NOT California Source Income
On the fiduciary duty piece, they will point to their website that actuall does a pretty good job of explaingin who has to file and even of defining what CA source income is
And one last obvious point here, the CA FR TX Brd IS difficult, and disjointed ... at best
What comes to mind is having an attorney (tax atorney) in CA write a letter calling for action
ST rep to complain letter should be copied to the CA tax advocate's office
But honestly, spending a couple of hundred bucks with someone like this: ...
could be well spent ... see this from his site: