Retirement tax questions

Well, that's going to be a bit of a conundrum.   KS is one of a few states that has Part year residents choose to file either as a full-year resident, declaring all Federal income is KS income, then take a credit for taxes paid to the other state (CO)....................or as a full-year non-resident and then just declaring the income you received after your move as KS pseudo-non-resident income.    I suspect that filing as a full yr non-resident would be easier in your case.  Any income, pension $$, interest, dividends, cap gains, mutual fund distributions, etc, you received after you physically moved to KS would then become assignable to KS during the KS non-resident interview.

 

BUT.....You need to get in ALL of the federal income, deductions, & credits into the tax software before you attempt to go into the CO part-year state tax return, and the KS Non-resident interview, so it maybe a few weeks before you have all your data to fully fill in the Federal section.

 

After each full run-thru, print out your forms and look at them and go back and edit as needed....DO NOT file until you are comfortable all are correct.   Part-Year tax returns can get messy.....and if too messy or confusing, it might be the year to go to a local professional tax preparer.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*