Filing a State Income Tax Return

PLEASE NOTE: BIO advisors are not trained tax professionals. We are unable to review tax forms, answer specific tax questions, or provide specific tax advice.

The State of California (through the Franchise Tax Board) requires an annual report of income, and assesses tax on the same type of income that is taxed by the federal government. However, unlike the federal government, California does not require an annual tax report from those who made less than the minimum filing requirement or had no income at all. Individuals who earned less than the minimum filing requirement do not have to file. For more information, visit the California Franchise Tax Board Filing Requirements section: CA residents or Part-year residents and nonresidents.

If you do not have a filing requirement but had state taxes withheld from your income, you will need to file a California tax return in order to receive any refund.

If you made income in another state and would like to know about that state's filing requirements, please click here.

Webinar: California State Income Tax Filing

The CA Franchise Tax Board offers a two-part webinar that will be available through October 31, 2025. This webinar contains a lecture and comprehensive example on how to file CA state income taxes.

Students or scholars who are considered nonresidents for California state tax filing will complete and file California Tax Form 540NR; those who are considered residents for California state tax filing will complete and file California Tax Form 540.

2025 Foreign Scholars Workshop Lecture Part 1

2025 Foreign Scholars Workshop Example Part 2

Resources from the CA FTB webinar:

CA FTB State Tax Resources

Additional Resources

ftb.ca.gov – California Franchise Tax Board Website

Part-year resident and nonresident – Information from our CA Franchise Tax Board

540NR Booklet – Tax Return Forms and Instructions

540NR - California Nonresident or Part-Year Resident Income Tax Return (fillable) – Tax Return

540 NR California Adjustments — Nonresidents or Part-Year Residents (fillable) – Schedule to determine Total Income and Deductions and California Source Income and Deductions

Residency and Sourcing Technical Manual

IRS.GOV

IRS Publication 4011 – Foreign Student and Scholar Resource Guide

Sprintax

Sprintax provides online state tax preparation for nonresidents in the U.S. (available toward the end of February). 

Please note: you must pay to use this service.

Discount code: 3UCB500S24

Sprintax also has YouTube videos and offers free open webinars.