DawnC
Expert Alumni

State tax filing

The $10,200 exclusion applies to the federal return only - You will see it on Schedule 1 (Lines 7 and 😎 of Form 1040.   Each state handles unemployment income differently.   You enter the UE on the federal return and TurboTax transfers it to your state return(s).   If all of your UE compensation came from the state of MA, then it should all be allocated to the state of MA.   TurboTax is up to date for the state of MA.  MA does not have an unemployment exclusion, so it is all taxable on your that state return.   If you were only in MA as a student, you were a non-resident there.  In this case, you would list CA as your resident state and leaving the ''Other States Lived In'' section blank.     

 

Once you've determined that you need to file a nonresident state return, the first thing you want to do is make sure you've filled out the Personal Info section correctly.  You need to mark the Other State Income box - which is not the same as the Other State Lived In box.   

 

Nonresidents are subject to Massachusetts income tax on unemployment compensation that is related to previous employment in Massachusetts.

 

Individuals are required to file if Massachusetts-source income exceeds the individual’s apportioned personal exemption.  Nonresidents must multiply the personal exemption amount ($4,400 Single or MFS, $6,800 HOH, or $8,800 MFJ) by a ratio of Massachusetts income to total income.   TurboTax does all of the math, all you need to do is enter the UE income on the federal return and tell TurboTax that it is MA income.   

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"