MaryK4
Expert Alumni

State tax filing

Since you will be using North Carolina as your domicile for 2020, you can file a Nonresident Pennsylvania tax return.  You can then file North Carolina jointly with your wife and get a credit for the taxes paid to Pennsylvania.  This way you do not have to do the state separate/mock returns at all.

 

Yes, you will have to enter your 1099-R and 1099-SA in TurboTax.  You can find them on the list under Income.  

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