Hello,
I have the similar situation and need clarification on your 2nd point 'Otherwise, you may have to make adjustments when you enter the W-2 or at the income allocation screens.'.
My situation: I moved in WA from my remote work location in CA on 01JAN22 and submitted paperwork to change my tax prodile/address, but payroll took 4 weeks to update it. Now, on W2 deducted CA tax for 4 weeks. It shows 'state wages' amount (box 16) and state income tax (box 17) for that period of 4 weeks. Now, question is how to get this CA state tax back as technically I moved to WA on 01/01/22.
1. TurboTax shows for state, the income earned in CA (box 16) as 'allocate income' and state tax deducted (box 17). But I need to claim this state tax back as technically I was not in CA for those 4 weeks? How do I do this adjustment?
2. If I make 'allocate income' for CA as 0.00, then it returns me all CA state income tax deducted. This is what I want and is correct technically. But, is this correct way to do this adjustment? as box 16 and box 17 will not match with W2 with IRS and may trigger AUDIT? Please clearify this as well.
Pls suggest me how to handle this situation?
Thanks in advance,
Ravi
