State tax filing

If your employer made a mistake and withheld taxes in the wrong state, you'll definitely want to file a nonresident return so you can get back the withholding.  To get the the GA return, go to the State section in TurboTax and search for Georgia.  Here are some helpful tips as you go along:

 

Filing a Nonresident State Tax Return

Make sure you prepare all nonresident returns before your resident state return, to ensure proper calculations. Also, make sure you select the state long form(s) even if TurboTax selects the short form(s) for you.

Tip: If you are preparing a nonresident state return solely to recover tax that was withheld in error, enter 0 on the screen that asks for the income earned in that state. This will eliminate your tax liability for that state, resulting in a full refund.

If you live and work in a Reciprocal State, you may only need to complete Step 3.

  1. Prepare your federal tax return first, then as you begin each state return;
    • Your federal return data transfers into your state return, and
    • TurboTax learns that you need to file each state return.
  1. Prepare a return for the nonresident state(s). Only report the income and withholdings from that state.
  2. Prepare a return for your resident state. You will report all of your income, including income from any nonresident (or part-year) states.
  3. Take a credit for taxes paid to the nonresident state on your resident state return so that you won't get double-taxed on the same income.

TurboTax calculates the credit for you, but you must select the state's long form to get the option, even if TurboTax chooses the short form for you.

 

@tlowings