I work in Boston, Ma but moved from Mass. to Rhode Island in April of 2023. I still work in Boston. I take the train in 3+ days a week and work from home when I don't go to the office. My understanding is that all my wages are taxable in Mass because that is where my work is based. My W2 only withheld Mass state tax as well. I filled out a part year resident return for Mass and showed all wages.
I also filled out a part year return for RI. When I went through the interview Turbo Tax asked "Enter the portion of your $xxx,xxx in wages and salaries that you earned from Rhode Island sources while you were a resident of Rhode Island. If no amount, enter 0." I entered 0. It then asked for the portion of Rhode island sourced income while I was NOT a resident of RI (0) and continued these questions for interest and dividends,business income, adjustments etc.
Here's the rub. When I look at the actual RI form it has 4 columns (A,B,C,D.) Column A is Federal income, Column B is income from column A during RI resident time (no source mentioned), Column C is income from column A during RI nonresident time and column D is income from column C from RI sources. The Turbo Tax request for "wages and salaries that you earned from Rhode Island sources while you were a resident of Rhode Island" response goes into the box in column B asking for the portion of your Federal wages earned during your RI resident time - the RI form doesn't care about source.
So what gives here? If I follow turbo taxes interview I only show RI sourced income, interest, dividends, business income etc. But it clearly is not what RI is requesting on its form and may have some downstream/background tax table or deduction limiting impacts. If I follow the instructions on the actual state form I have to do it manually, lose turbotax's calculations and then file a form attaching my Mass return for revenue taxed by another state to prevent RI tax on the income taxed in Mass. Or I can ignore the turbotax instructions and fill in what the state form requests and manually double check the math to see if it worked right.
Why are the Turbo Taxes questions different than the state tax form? What should I do here?
