DianeW777
Expert Alumni

State tax filing

Yes, you are correct. You would get the credit from OR for CA/OR double income and credit from WI for WI/OR double income. The credit for taxes paid to another state is always taken on the resident state. 

 

For part year residency in your situation you may have to help with manual entry because with the third state involved it gets complicated for any tax software. For this reason the order may not matter. Prepare for any manual entry by knowing the income taxed to each state and the income that belongs to each part year resident state, as well as CA nonresident income.  Also have the tax liability ready for each state (total tax line on the state).  

 

In your case, any income received attributable to Oregon (OR) residency and tax required to be paid to OR  and California (CA) before the move would be a credit on your part year OR return.  Any income and tax paid to OR for the nonresident period will be a credit on the Wisconsin (WI) return. I might do the WI last if it were me.

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