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State tax filing
@DMarkM1 Thank you so much for the thorough response. Here’s what I’ve done.
Question 1:
Yes, that makes sense regarding removing holidays and weekends. However since these other jobs are related to NH income, I’m just looking to completely remove them from the return. None of the days were working in MA, and they are not from MA employers. It would be nice if TurboTax had the option to select “100% Non-Massachusetts Income” similar to how they have a button for “100% Massachusetts Income”.
Question 2:
This seems to make things better. Instead of 358 days, I put in 33 days for outside of MA workdays and it did increase my tax liability so that I’m not receiving a refund of the entirety of the state withholdings.
Question 3:
Sounds good, I’ll leave the default $19,829 in this field. It doesn’t match Box 1 (which is $17,766.49) but it does match Box 16 which appears to include my retirement.
Question 4:
OK, if I add up all Box 5 on all of my NH W-2s I get to a total of $173,462.60. Then I just need to add my NH share of my income from my MA job W-2.
To get that, I calculated my working in MA time to 17.5% and my out of MA time to 82.5% (7 days in MA, 33 days in NH). By dividing my MA job W-2 Box 16 ($19,829) based on those percentages I get $3,470 in MA and $16,359 in NH.
Add the $16,359 to the $173,462.60 and the total outside of MA wages should be $189,821.60.
I’m still not sure how Turbotax calculated $180,830 attributed to out of MA wages.
The help prompt for this screen is very convoluted:
Massachusetts requires you to report your wages earned outside of Massachusetts that would have been reported by you if you had been a Massachusetts resident that you received from non-Massachusetts sources to calculate your nonresident exemption and deduction ratio.
If you have multiple states on your W-2(s), some other states may have additional income that is not taxable in Massachusetts or may not have income that would have been taxable had you been a Massachusetts resident.
If Massachusetts income is not reported on your W-2(s), the wages on box 1 of your W-2(s) may be greater than or less than the wages that may or may not have been taxable to you had you been a Massachusetts resident.
Question 5:
OK, as described above, I calculated my working in MA time to 17.5% and my out of MA time to 82.5%. I took the $2,350.24 worth of deductions from my MA job and divided it across both states: MA: $411.25 & NH: $1,938.75
The $1,938.75 plus the remainder of my deductions gets me to $10,274.75 out of the $10,686 worth of deductions reported on my federal return. This change also increased my tax liability helping the numbers seem a bit more realistic.
Let me know if that seems to make sense? Thanks again for the help.