AmyC - Thank you for your response - I wish I knew how to enter the part-year information in the Maryland step-by-step sections. The only place I saw in the step-by-step to split Maryland and Virginia pension income was in the 1099-R data - and I don't think I should put anything into those Forms that didn't appear on the 1099 Forms the taxpayer received.
The two numbers I overrode were on Lines 11 and 13, because TurboTax put the entire year's taxable Social Security (Line 11) and taxable military pension (Line 13) on the Form, which resulted in a large negative number for Maryland AGI and no Maryland tax liability. The taxpayer's Maryland AGI of $409 (after the two overrides) is comprised of 4/12 of their taxable interest income and 4/12 of their taxable Social Security income . . . the rest of the taxpayer's Federal AGI is subtracted via Maryland's pension exclusion (Line 10a) and income received while a Virginia resident (Line 12).
If you could direct me to the place(s) in the step-by-step where I can split payments between the states I would really appreciate it.
How can I find out the status of the Virginia tax calculation issue? I haven't heard anything since your most-recent message arrived.
Thanks again for your help.
@Me
