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Do I file my resident state or my nonresident state tax return first?
We need to file a tax return for both Missouri, our state of residence, as well as Kansas, because a portion of my husband's income is from Kansas.
Does it matter which one I file first here in Turbo tax?
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State tax filing
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State tax filing
It is recommended to prepare the nonresident state first. This is because your resident state will provide you a credit for the tax you pay to the nonresident state. By preparing the nonresident state first, TurboTax can transfer the credit information to your resident state to return.
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State tax filing
OK, but what do you do if you didn't know that and prepared your resident state first?
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State tax filing
There are a few states that are reverse credit where you do prepare resident first. Either way, go back through your resident return to make sure it picks up the non-resident information.
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State tax filing
My Office is in New York, my income was taxed in both NY and Connecticut where I live , i re- did the state returns in the order recommended, but I still can not get the credit to my non-resident New York Return. I have a refund in Connecticut and Owe in New York. They should offset each other. ? Is there any other way to do this?
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State tax filing
NY taxes you on the NY source income and CT taxes you as a resident in CT.
If both NY and CT tax you the same income, you should claim a credit for taxes paid to NY on your CT return.
When preparing your multiple-state taxes, prepare NY nonresident return first, the credit should flow to CT resident return properly. Check Schedule 2 of your CT state tax return to see if there is a credit for taxes paid to NY claimed.
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State tax filing
I deleted my state returns and let TurboTax redo the states in the correct order. How easy was that, Thanks