Non-Resident & HSA on CA W-2 - Spidell

Non-Resident & HSA on CA W-2

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Message Board Non-Resident & HSA on CA W-2

This topic contains 1 reply, has 2 voices, and was last updated by Sandy Weiner 9 months, 2 weeks ago.

  • Author
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  • #141589
    Ward Anderson
    Participant

    This is a NYC Resident who started career with a CA tech company 8 years ago, and move to NY 5 years ago. His W-2 shows $74 of CA wages, which is actually a stock vesting from his time in CA. The HSA Code W is $3,000; Total Wages over $200,000. Is the full HSA taxable to CA, as Lacerte wants (and thus double-taxed with NYC)?

  • #141638
    Sandy Weiner
    Participant

    It’s not taxable to CA because he’s a nonresident. I’d contact Lacerte.