Q. It sounds like, if my company does not accomodate my address change to Montana, I would just need to get a refund back for the NC state tax I paid in 2023 and use it towards the MT tax I owe?
A. That's correct.
Q. Is this pretty easy to accomplish through TurboTax?
A. I'm not specifically familiar with the NC software. So, this a generalized state answer. The state interview for a nonresident asks you to allocate your income as NC or not NC income. You may have to use a workaround, since your W-2 will say NC in box 15.
At the w-2 screen split the boxes 15-20 W-2 info into 2 lines. On the 1st line leave NC in box 15 but make box 16 blank; leave the NC withholding in box 17. On the 2nd line put MT in box 15 and the state wages amount in box 16; leave box 17 blank..
