vnis
New Member

How to prevent double taxation in resident state when I have 3 W2's (across different states)?

I have 3 W2's:

  • MA (resident). Has the correct "state wages and tips - box16" and "state tax - box17" amounts
  • NC (non-resident). NC taxes on a smaller subset of "state wages and tips - box16", and appropriate box17. Is accurate.
  • NY (non-resident). However, NY uses the same "state wages and tips - box16" amount as MA with a very very small "box 17" ~$100

What I did:

  1. Using the Turbotax tips, I have filled these as a single W2 with multiple State rows (as represented by boxes 15-17)
  2. Filed out non-resident states first. NC first. And in NY I used "% of income from this state = 0". This made my NY tax of ~$100 fully refundable
  3. Then turned to MA. Turbotax picks up my total income incorrectly.  It's adding MA state income and NY state income (that I really didn't earn and in all likelihood is mistakenly issued by my company -- I moved from NY a few yrs ago, and it's an oversight from hr) 

The MA return will give me Credit for the NC taxes, but for NY only for the $100 - so it's really double counting my top line earnings.  Any thoughts to remedy?

My other option is to port over only the MA W2 for the state return, but then e-file won't work. 

Appreciate any help!