Here's my situation:
- I lived in NYC until June 2020. I moved to IL.
- My job did not change. I work with the same company in NY the entire year. Working remotely from IL.
I’m trying to fill out Schedule CR to get credit for tax paid to another state and I’m getting the following error messages when TurboTax runs a final review before e-filing.
Error 1
Return cannot be e-filed when the sum of Illinois wages plus out of state wages on all W-2s does not equal total wages reported on IL Schedule CR.
Error 2
Part-year Returns with Credit for Tax Paid to Other States (Schedule CR) are ineligible for electronic filing
I’m lost to why error 1 is happening despite me re-checking my W-2.
Question 1
It seems to come down to the ‘Allocate your Illinois and non-Illinois amount’ screen in TurboTax. No matter what number I put down for the ‘wage, salaries, tips’ for the ’Non-Illinois Amount’ (Schedule CR, Line 1, Column B) gives me the 1st error message. What am I doing wrong? Is it my W-2 form?
Question 2
For my W-2 From, my NY wage shown in Box 16 is the same as Box 1 (which shows my total wages). But my IL wage shows correctly what I earned while living in IL. Is the NY wage in Box 16 correct due to how NY report wages? Do I need to request a correction to my W-2 so Box 16 shows just the NY’s portion rather than my total wage?
Question 3
On the iIllinois Base Income Taxed by New York’ screen, for the ‘Income Taxed by New York’ field, is this the number from Box 16 of my W-2 form? For ‘Tax Paid to New York’ field, is this the number on Line 58 of my NY IT-203 form?
Question 4
Just to double-check, in my situation I will have to file a part-year resident return for both NYC and Illinois, correct?
