JotikaT2
Employee Tax Expert

Get your taxes done using TurboTax

You will need to make sure you have entered your residency information correctly into the program then.  Based upon what you have said, you actually would have 2 part-year resident state returns that need to be filed.  The first return will be for California for the period January 1, 2020 until you moved to Arizona.  Your second return will be for Arizona and will cover the period from your date of move until the end of the year.  

 

When you prepare your amended return, make sure you have updated your information as follows to ensure both returns are calculated correctly.

In the My Info section of TurboTax, confirm that you have entered the correct state information: 

  1. Click "Edit" to the right of your name 
  2. Confirm your input under #2 "Tell us the state(s) you lived in" 
  3. Confirm the rest of the state-specific questions here as well including the "previous state of residence" and "date you became a resident" of the state noted 
  4. Do the same for your spouse if you are married filing jointly. 
  5. Go back to the personal information section, and verify the mailing address and "Other state income" section. 

Review your input on your W-2 Wages under the "Income & Expenses" section. 

Confirm that you have entered the correct state for each W-2 in Boxes 14-15. 

 

This will then allow you to enter your state returns for the part-year resident states. 

 

Prepare the part-year resident state tax return for the state you no longer reside in first.  Be sure to answer the questions carefully as you only want to report the income earned in while residing in that state.  You should now see screens allowing you to allocate your capital gains or losses as well.

 

Once you have entered all of the first part-year resident information, then start your part-year resident state tax return for the state you reside in as of December 31st, 2020. 

 

If you are still showing a high tax obligation on your federal return, as mentioned before, you may just owe taxes as it sounds like you did not have enough in federal income taxes withheld on your earnings for that second job. 

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