I'm using TurboTax Premier 2022, desktop version under Windows. In forms mode, the Two-Year Comp form under "Form 1040" is invaluable for comparing the previous years Federal return to the current one. However, at least for the state of Maryland (which I file in) there is no Two-Year Comp form. I called TurboTax support and they verified there is no way in TurboTax to compare the previous state return to the current one. So I wrote one for myself. In both my 2021 and 2022 returns, I switched to forms mode and saved Form 502 to a PDF file (using File, Save to PDF in TurboTax). I then wrote a program which reads in each PDF, converts it to text, then extracts each same-numbered line item from each PDF and displays the values next to each other, just as the Federal Two-Year Comp form does. It took me an hour or so to write. I would think it would be even easier to get the numbers directly from the .tax2021 and .tax2022 files, which I would have done if I knew the file format. At any rate, since the developers at TurboTax of course DO know the file format, I would like to suggest that they enhance TurboTax to add a built-in Two-Year Comp form for the state returns. Yes, the format of each states return is different, but they already have to deal with that with all the other forms that they have implemented for each state. Thanks for considering this suggestion. I've included a sample display from my program (with all numbers replaced with X's) below:
Two-year Maryland Return Comparison for John Doe
2021 2022
XX,XXX XX,XXX AGI from Federal Return
X X Wages
XX,XXX X,XXX Capital Gains
XX,XXX XX,XXX Taxable Pensions
X X Total Additions
XX,XXX XX,XXX Total federal AGI and MD additions
X X Pension exclusion
X X Taxable Social Security
X,XXX XX,XXX Subtractions
X X Two-income subtraction
X,XXX XX,XXX Total subtractions
XX,XXX XX,XXX Maryland AGI
X,XXX X,XXX Deduction amount
XX,XXX X,XXX Net income
X,XXX X,XXX Exemption amount
XX,XXX XX,XXX Taxable net income
X,XXX X,XXX Maryland tax
X X,XXX Total state credits
X,XXX XX Maryland tax after state credits
X,XXX XXX Local tax
X X Total local credits
X,XXX XXX Local tax after local credits
X,XXX XXX Total MD and Local Tax
X X Total MD and Local Tax Withheld
X X Total payments and credits
X,XXX XXX Balance due
X X Overpayment
X X REFUND
XXX XX Interest charges
X,XXX XXX TOTAL AMOUNT DUE
