Moved from NY to MD in 2019. Filed part year in NY and in MD. Realized there was a problem when, with similar 2020 income for a full year our 2020 taxes were 1/3 of our 2019 taxes. After having me divide the income and deductions when filling out NY forms TT correctly allocated 2/3 of the deductions (approx) to MD and 100% of the VERY minor W-2 income to NY (correctly). But 100% of the remaining income (pensions, SS, RMDs, dividends, etc.) were assigned to MD. Except for that W-2, our other NY income was not included on MD 502 line 12. Looking back I realize that the NY section asked the right questions, but MD did not. I ass-u-me-d that the NY answers covered it and missed out on an additional $2,800 refund. Being new to MD we did not know what to expect. Going to have to amend to get that back. (So much for "100% ACCURATE Calculations Guarantee".
If I missed something I'd like to know what/where. There should be coordination between the state allocations OR a specific prompt to provide that information.. I believe the same situation exists in the 2020 product (but I don't need it now) so I want to bring it to TT's attention to help others.
Have others run into this? What did I miss? HOW DO I ACTUALLY FIND A PHONE NUMBER TO CALL TO DISCUSS THIS? (I have spent over two hours trying to find the TT Advantage help phone number. It's overly protected in the system!!!!)
