I'm having trouble with my Massachusetts state return on TurboTax, it's definitely not as straightforward and intuitive as the federal section of the site. I live in NH and started a new job in Massachusetts on 11/1/2021 that is primarily remote. Between 11/1 & 12/31, I only worked in Massachusetts 7 days. Because I started in November, I don't believe the special COVID income sourcing rules apply since they ended in September of 2021.
On the Nonresident Apportionment screen, it lists my new Massachusetts job in addition to all of my wife and I's jobs in NH.
I edited each of the NH positions using the "working days" option to:
Total Working Days Outside Massachusetts - 365
Total Working Days Inside Massachusetts - 0
Total Income Being Apportioned - 0
Question 1: Is this the correct way to have these excluded from MA income tax?
For my Massachusetts job, I used the "working days" option to list:
Total Working Days Outside Massachusetts - 358
Total Working Days Inside Massachusetts - 7
Total Income Being Apportioned - $19,829 (Turbotax put this in by default from my federal return and is the number that shows up in Box 5 of my W-2)
Question 2: Should working days outside MA be 358 or 33 (the number of actual M-F workdays since 11/1 that I worked remote from NH)?
Question 3: Does the total income of $19,829 need to be adjusted manually or should the default from my federal return stay in this field?
On the "Wages you earned outside of Massachusetts" screen, it provides a number for "Total wages earned outside of Massachusetts". I don't know how this number was calculated. It seems close to the total of all my NH income but off by a couple thousand dollars.
Question 4: How is this number calculated and does it need to be adjusted manually based on the apportionment of my MA wages?
On the "Non-Massachusetts Portion of Deductions" screen, I've identified $2,350.24 total withholdings of medicare and retirement for my new MA job. I would then take the "all states" number of $10,686, subtract this MA job of $2,350.24 from it to get a "non-MA portion" of $8,336.
Question 5: Do I need to take that $2,350.24 and divide that between MA and NH time before calculating the non-MA portion?
After going through the state return, Turbotax is saying I would see a refund of my entire state income tax withholdings...that doesn't seem right since I worked 7 days in state. Something seems off somewhere.
