California resident estimate
See a supported California result with the state math visible.
For supported full-year resident facts, SargoTax calculates a California starting point, standard deduction, 2026 tax table or rate schedule, supported personal exemption credit, applicable surtax, and entered payments.
What the supported California path does
The calculation starts with supported federal adjusted gross income only when the entered facts do not require an uncollected California adjustment. It applies the California standard deduction, official table or rate schedule, and supported personal exemption credit.
The Behavioral Health Services Tax is included when applicable. California withholding and estimated payments are then compared with supported tax to display a preliminary refund or balance due.
When California stays in review
Part-year and nonresident allocation, itemized-deduction reconciliation, dependent-filer worksheets, certain rental losses, California additions and subtractions, AMT, and special credits can require calculations outside the supported path.
The estimator lists these limits and does not guess a California refund when a required state calculation is missing.
Plain-language answers
Common questions
Does California use the federal standard deduction?
No. California has its own standard deduction and state rules.
Are California local income taxes included?
California does not generally impose a municipal personal income tax like New York City; local business taxes are outside this individual estimate.
Can a part-year resident use this path?
The current supported California calculation is limited to qualifying full-year resident facts.
Official sources and further reading
These links support the general tax-year and jurisdiction information above. Official instructions control if guidance changes.