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State tax filing

To prepare the part-year resident returns for both states, in your "personal information section", make sure you enter the date you moved to MD which will carryforward to MD return. While completing the DC return, you will be asked to verify the dates of residency. See the screenshot below.

Dates of Residency.PNG

Continue through the interview for DC  to the Section "Enter any income while residing outside of DC. If none, enter zero. For this section review your W-2s for each State. If only one W-2 was received you will do the allocation in this section.

 

Similarly, when filing MD you will confirm the part-year resident information per the screenshot below: MD residency.PNGThis section will also show the date you moved from DC. Continue through the interview to "Additional Info for Part-Year Residents".  As a part-year resident, you don't have to pay taxes to Maryland on income received while you were a non-resident of another state. This is where you will enter the income earned in DC (the number of DC Days/365) multiplied by W-2 Income.

 

  1. Non-Maryland Income
  • Non-Maryland Losses and Adjustments

Non MD income.PNG

@schwartzhannahg123 

 

[Edited 3/2/2023| 8:56AM PST] @schwartzhannahg123 

 

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