ng171
Returning Member

State tax filing

Yes, thank you for the help!  I was a full-time Massachusetts resident. I did not have any income in other states. I have confirmed on the Info section that my State is listed as MA. I have also confirmed in the State section (on the Massachusetts Main Form page) that I have selected "Resident Form 1" (as opposed to part time resident, non-resident, etc.).

 

What has occurred? In my Massachusetts state return, I'm receiving a 2023 Form 1 that says "For Full Year Residents only," for the first page, which is correct. But then I am also receiving a Form 1, 1-NR/PY later in the document in my Massachusetts state return relating to Schedule B Line 3 and Schedule B Line 6. The Schedule B Line 3 page just included "0." (which is the correct amount). Then on the next page, "Form 1, 1-NR/PY Schedule B, Line 6," the Line 1 includes the interest I received from US Debt Obligations (which is correct) and the Line 4 reads "0.". Then, at the bottom of the page, there's a section that says "Massachusetts Nonresident and Part Year Resident Excludable Interest and Dividends" and "Note: Only use this worksheet if you are not filing as a full year Massachusetts resident." And then in that section, Line A includes all of my interest income from Schedule B (lines 1-3). Since I'm a Massachusetts resident, shouldn't this section be left empty? 

 

Thanks again!