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Level 2
June 4, 2019
Solved

I moved to Florida last year and work remotely for the same employer. I was taxed for Wisconsin on my W-2 for the whole year. How do I get reimbursed for 6 months?

  • June 4, 2019
  • 3 replies
  • 24 views

I couldn't figure out how to enter the information in the software.  I really don't want to screw this up, because it ends up being quite a lot of money I'm owed back from Wisconsin.

Best answer by TomD8

Enter your W-2 exactly as is.  Then complete a part-year resident WI tax return, and for your WI income enter only the portion of your income that you earned before you became a Florida resident.  You became a FL resident for tax purposes on the day you moved into your new permanent home in Florida.  WI will refund the excess withholding to you.

If you haven't done so already, advise your payroll department that you are no longer subject to WI withholding.

3 replies

TomD8Alumni - ChampAnswer
Alumni - Champ
June 4, 2019

Enter your W-2 exactly as is.  Then complete a part-year resident WI tax return, and for your WI income enter only the portion of your income that you earned before you became a Florida resident.  You became a FL resident for tax purposes on the day you moved into your new permanent home in Florida.  WI will refund the excess withholding to you.

If you haven't done so already, advise your payroll department that you are no longer subject to WI withholding.

**Answers are correct to the best of my ability but do not constitute tax or legal advice.
wirth0616Author
Level 2
June 4, 2019
TomD8, thanks.  I've already informed my company and they've fixed it for all new checks.  So can I do all of this in a single instance of a tax return in Turbotax, or will it be 2 different instances?  Also, would it be beneficial for my wife and I to file separately with this new complication?