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New Member
posted Jun 6, 2019 7:00:22 AM

I am a resident of WI but worked in MN. I need to fill out Schedule OS. The info was not automatically filled in for Calculation of Credit. How do I get these figures?

I am stuck on Calculation of Credit.  How do I get these figures as the other two states were filled in automatically and the answer is not my total gross income.

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1 Best answer
Expert Alumni
Jun 6, 2019 7:00:24 AM

The easiest way is to look at your w-2 to see how much income was reported to MN.  This is the income reported to the other state.  Then, the tax would be the difference of the amount of MN tax withheld and the amount of refund you receive from MN.  So if you paid 900 in MN tax, and got a refund of 200, your MN tax on MN income is 700.  However, if you had 100 additional to pay, then your MN tax is 1000 (900 withheld plus the 100 due).  However, if you are getting back all of your taxes from MN, then you will not get any credit for taxes paid to MN because you would have zero tax liability with MN.  

If you have not done so, it is recommended to prepare the MN nonresident return first to make sure that these credits are correctly calculated.

20 Replies
Expert Alumni
Jun 6, 2019 7:00:24 AM

The easiest way is to look at your w-2 to see how much income was reported to MN.  This is the income reported to the other state.  Then, the tax would be the difference of the amount of MN tax withheld and the amount of refund you receive from MN.  So if you paid 900 in MN tax, and got a refund of 200, your MN tax on MN income is 700.  However, if you had 100 additional to pay, then your MN tax is 1000 (900 withheld plus the 100 due).  However, if you are getting back all of your taxes from MN, then you will not get any credit for taxes paid to MN because you would have zero tax liability with MN.  

If you have not done so, it is recommended to prepare the MN nonresident return first to make sure that these credits are correctly calculated.

New Member
Jun 6, 2019 7:00:26 AM

Thank you trying to help but the answers are still not lining up.  Here’s one example, for CO, my income was 3194.  In the Calculation of Credit  Lines 26 & 26 read 3179 and Line 28 reads 89.  I owe CO $9.00. How are these numbers calculated?  I cannot figure it out but, then again, I’m no math or tax whiz.  The numbers are filled in for CO and MT but not MN (We once had reciprocity but no longer.). Thanks for trying to help.

New Member
Jun 6, 2019 7:00:28 AM

Oh and I did fill out the MN nonresident form.  That’s why I’m also puzzled as to why it didn’t auto fill the OS Schedule like CO and MT did.

New Member
Jun 6, 2019 7:00:29 AM

Oh and I did fill out the MN nonresident form.  That’s why I’m also puzzled as to why it didn’t auto fill the OS Schedule like CO and MT did.

Expert Alumni
Jun 6, 2019 7:00:31 AM

Unfortunately I don't have access to your return.  However, you can manually enter the MN return.  Use the numbers provided.  It is possible that because of deductions or credits that WI calculates the out-of-state income differently.  On the CO portion, is the 89 from 80 that you've paid in and 9 more that you owe?  If that's your situation, the CO is correct.

New Member
Jun 6, 2019 7:00:32 AM

Trust me, I wish you did!  How are they calculating the 3179?  That’s where I am most confused.

New Member
Jun 6, 2019 7:00:34 AM

For MT, it’s 20,759. Line 26 & 27 read 18,314 and Line 28 reads 345. I just cannot figure out where or how they are getting these figures.

New Member
Jun 6, 2019 7:00:35 AM

i wish I could call WI but I work during their hours and not sure if there’s anyone to call after hours at a diff number. So frustrating!  As it looks now, despite being a broke seasonal employee, I owe money to Federal and to WI.  Fantastic!  I wonder if the government realizes how difficult it is to live on less than $25,000 a year?  Not that they’d even care...

Expert Alumni
Jun 6, 2019 7:00:37 AM

I understand.  What I think is happening is that the WI return is prorating your WI standard deduction on the income reported to MT, CO and MN.  How much did you earn in MN, and what was your total tax (tax withheld minus your refund).  Did I explain the CO result correctly?

New Member
Jun 6, 2019 7:00:38 AM

Let me check...

New Member
Jun 6, 2019 7:00:40 AM

CO: $80 paid $9 owed so yes, you were correct.

Expert Alumni
Jun 6, 2019 7:00:41 AM

So what was MN?

New Member
Jun 6, 2019 7:00:43 AM

MN is weird. I made $2649 yet the numbers are WAY off!  WTH?  Okay, according to MN State it says Federal and MN Taxable Income is 16072 MN Income Tax Withholding 18 for a Refund of 18.

New Member
Jun 6, 2019 7:00:44 AM

According to my MN W-2s, I had $35.98 in Federal withheld and State was $18.20.

Expert Alumni
Jun 6, 2019 7:00:46 AM

It explains why MN doesn't show up on your WI Sch OS.  Since you had 18 withheld, and a refund of 18, your MN net tax is zero, regardless of the actual income amounts.  So it sounds like your Form calculated correctly.  I know you've been confused, but I hope I've been able to help you understand somewhat what you're seeing.

New Member
Jun 6, 2019 7:00:48 AM

MN states that a non-resident is not required to pay tax if gross is less than $10,400 or similar.  I made less than $4000!  WTH?  And also whenever I try to fill out MN it asks for Stillborn Child info.  I didn’t have a stillborn child!  I think this program is flawed.

New Member
Jun 6, 2019 7:00:49 AM

Wait!  Did I just answer my own question?  Is MN not showing up because I am not required by law to file a MN state return due to making less than 10,400?  It does state I should still file if taxes were withheld.

<a rel="nofollow" target="_blank" href="http://www.revenue.state.mn.us/individuals/individ_income/Pages/Who_Must_File_a_Minnesota_Individual_Income_Tax_Return.aspx">http://www.revenue.state.mn.us/individuals/individ_income/Pages/Who_Must_File_a_Minnesota_Individual_Income_Tax_Return.aspx</a>

New Member
Jun 6, 2019 7:00:51 AM

BTW THANK YOU for all of your help w this stuff! 🙂

New Member
Jun 6, 2019 7:00:52 AM

You’ve been very helpful.  So I guess I am done and can file.  Wow, I made $26,000, barely enough to live on yet the government is taking $6000 of that.  I owe both Federal and WI (MT owes almost the exact amt I owe WI.). Damn, and to think I used to have a career and made real money!  How have I been able to sustain myself on a fourth of what I used to earn?

New Member
Apr 15, 2022 12:38:05 PM

I have done just that but I keep getting errors when I do the error check, says Credit from Sch OS should not be entered directly on form 1NPR, Page 3 for electronically filing.  You must complete schedule OS. I have completed it, been deleted and tried to reenter it, but it does not take.  How do I get it to follow thru?