DawnC
Expert Alumni

Get your taxes done using TurboTax

You need to file 2 part-year state tax returns for 2023, since you moved and lived in 2 states during the tax year.    Basically, you need to set up your move dates in the personal section so that TurboTax knows what type of returns to generate.    TurboTax will follow state tax law when preparing your returns.   

 

How to enter your move dates in TurboTax

 

Allocating your income shouldn’t be too difficult, but it can involve some math.   Click on the link for examples.   You'll need to determine if the income you're allocating is earned or unearned, as these are handled differently:

 

  • Earned income comes from employment, such as wages, salaries, tips, payment for services, and commissions and is allocated to the state you were physically in when you earned it.
  • Unearned income comes from non-employment sources, such as interest, dividends, capital gains, social security, and IRA distributions and is allocated to your resident state.

 

You can also select the scenario below that applies to you to learn more:

You moved to a different state and started working there after moving

You started working in a different state; later in the year, you moved to that state

You and your spouse moved to a new state; one works there, the other still works in the old state

You moved to (or from) a state that you didn't work in

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