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State of California Tax Return Info

State of California Tax Return Information

Do I Need to File a California State Tax Return?

For all California residents, you should file state taxes IF:

You are under the age of 65, and your gross income or your adjusted gross income is greater than the minimum requirement shown below:

Gross Income Adjusted Gross Income
Filing Status 0 Dependents 1 Dependent 2+ Dependents 0 Dependents 1 Dependent 2+ Dependents
Single or Head of Household $17,029 $28,796 $37,621 $13,623 $25,390 $34,215
Married Filing Joint or Separately $34,060 $45,827 $54,652 $27,249 $39,016 $47,841
Qualifying Widow(er) N/A $28,796 $37,621 N/A $25,390 $34,215

 

You are over the age of 65, and your gross income or your adjusted gross income is greater than the minimum requirement shown below:

Gross Income Adjusted Gross Income
Filing Status 0 Dependents 1 Dependent 2+ Dependents 0 Dependents 1 Dependent 2+ Dependents
Single or Head of Household $22,729 $31,554 $38,614 $19,323 $28,148 $35,208
Married Filing Joint or Separately $39,760 (one spouse 65+) $45,827 (one spouse 65+) $55,645 (one spouse 65+) $32,949 (one spouse 65+) $41,774 (one spouse 65+) $48,834 (one spouse 65+)
Qualifying Widow(er) $45,460 (both 65+) $54,285 (both 65+) $61,345 (both 65+) $38,649 (both 65+) $47,474 (both 65+) $54,534 (both 65+)

 

Someone else claims you as a dependent, and your total earnings are greater than the standard deduction.

Non-Residents of California: You should file state taxes in California IF:

You earned income from a source(s) in the state of California,

AND

Your total income for the tax year is greater than the amounts listed in the minimum income requirements chart (highlighted in the chart above).

Part-Year Residents of California: You should file state taxes in California IF:

Your total California income, which is income you earned while living in California in addition to California-sourced income you earned while you lived outside of the state, is greater than the amount listed in the minimum income requirements chart (highlighted in the chart above).

Altogether, with all this information, it can still be quite confusing. However, if you’re ready to tackle your taxes, but need help preparing and e-filing your California tax return, our professionals at Robert Hall & Associates are more than happy to help! Our offices provide the latest California tax forms, and information needed to start filing. So give us a call – let’s start filing your taxes online.

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