All Posts

1. Yes, the New York convenience of the employer rules would only apply after you left New York.   2. Yes the wages for the time after you moved to Illinois would be considered NY-source, so it would be nonresident NY-source income. 3. According to the 2025 IL-1040 Schedule CR Instructions, you would be able to claim the credit for the taxes paid to another jurisdiction because your W2 does not have Illinois wages.    However, because you did physically work in Illinois, you may be required to pay state taxes on the income to both New York and Illinois.   Enter the amount of wages not shown as Illinois wages on the state copy of the W-2 form(s) you received. Do not include wages taxed by another state if they are also shown as Illinois wages. You may want to speak with your employer to ask about their position on your remote work (because it is always more difficult to defend against New York if they are doing the New York withholding).   You are correct that any other income received after you moved to Illinois would be Illinois income and not taxed by New York.   @jackkgan   

On Form 1099-INT, the state tax withheld box shows the amount of state income tax that was withheld from your interest income for state tax purposes. If this box is blank, it usually means no state tax was withheld. The state identification number box (Box 16) is the payer's identification number assigned by the state for tax reporting. This number helps the state track tax withholding and payments related to that payer. So, having a value in the state ID number box but no amount in the state tax withheld box means the payer is identified for state reporting, but no state tax was withheld on the interest income.

No, Missouri does not count non-taxable direct rollovers as income. Missouri’s tax system is "coupled" with the federal system, meaning it starts with your Federal Adjusted Gross Income (AGI). If the money isn't taxable on your federal return, it isn't taxable on your Missouri return.   Here is what is likely happening and how to fix it.   1. Is it a TurboTax Bug? It is less of a "bug" and more of a summary screen quirk.  urboTax often shows the "Gross Distribution" (the total amount on all 1099-Rs) in its high-level summary. This can be alarming because it looks like your income just spiked by the amount of the rollover.  What matters is the Form 1040, Line 5b (for 401k/Pensions). If the rollover was handled correctly, Line 5a will show the total amount, but Line 5b (the taxable portion) should be $0, and the word "ROLLOVER" should be printed next to it. Missouri Form MO-1040 starts by pulling the figure from your federal return. If your federal taxable income is correct, your Missouri income will be too.   2. Why is the State asking for "All 1099s"? Missouri is notoriously strict about documentation for certain credits (like the Property Tax Credit or Pension Exemption). They want to see all 1099's. Rs to verify that the income you exclude‌ meets the "non-taxable" criteria.  By seeing the "G" code in Box 7, the Missouri Department of Revenue (DOR) auditor can instantly confirm: "Okay, this $50,000 wasn't a withdrawal; it was a direct rollover. Their math is correct." * You don't need to do special math to exclude them; you just need to provide the forms as proof of why that money isn't in your taxable total. 3. How to Verify in TurboTax Before you file, you should double-check that the "G" code was processed correctly: Go to the Federal section > Wages & Income. Find your 1099-R entries. Ensure you answered the "follow-up" questions correctly. After entering the 1099-R, TurboTax should ask: "What did you do with the money?" You must select "I moved the money to another retirement account" and then "I rolled over all of this money..." The "Form Look": If you are using the Desktop version, click Forms in the top right. Open your Federal 1040. Look at Line 5a and 5b. If 5b is $0, you are safe.   You can verify this in the online version by going to:   Tax Tools → Tools Choose “View Tax Summary” On the left, click “Preview my 1040” Look at Line 5B.  if it is "0" then the rollovers were reported correctly on both your federal and state returns.

@pk I don’t think what you say about J-1 exemption being 365 days and not calendar years is accurate. This is quoted from the irs: “researcher on J-1 visa is an exempt individual for 2 calendar years with a 6-year “lookback rule”.  In the example M is J-1 from 08-15-2022 until 08-10-2024, which would fall under the exempt category according to your statement (less than 2x365 days). However, that is apparently not the case, making M a resident for 2024.   

Thank you DaveF1006. Appreciate your answer, however I am not sure what you meant by Part IV: Leave this blank (or "0") regarding these specific accounts, as FBAR is not one of the "Excepted" forms listed. Can you please elaborate? if the total amount is above 800K, why leaving as 0. What do you mean abou " as FBAR is not one of the "Excepted" forms listed"   Thanks again

No matter how the TurboTax developers have changed this particular page over at least the last 12 years, this page has never made any sense.  Internally, "Employer match" simply means the employer contribution.  The developers now seem to have not only confused the users with the inappropriate naming, they now seem to have confused themselves as well.   To determine the amount that is the permissible employer contribution, just subtract the elective deferral from the total permissible contribution.  Note that if you mark the Maximize box, TurboTax prepares your tax return under the assumption that you actually make the maximum permissible employee and employer contributions.

Some things to check: Be sure the type of account is marked - checking or savings - another check if going outside the US There could be zeroes in front of the routing and account numbers or a ghost entry. You can delete and re-enter. You may have a form in your return that can't be filed. It may need a software update. Mass Sch HC must be part of the return. Check that form is prepared in your return. VA may require a drivers license or state id to file, enter one of those If you are using desktop, update your program a couple of times.   Once you are sure of the things above, try again.

Once your tax return is accepted, the IRS takes over processing, and TurboTax doesn't have any more information to provide.  "Status Not Available" can mean that there's a processing time lag or your tax return is being reviewed.   Accepted means that the IRS received your tax return and has passed initial screening.  It doesn’t mean that it was processed or approved.   Refer to the IRS website Refunds for more information about your IRS refund and the TurboTax article What does Accepted mean?    Refer to the TurboTax article What if my federal refund is taking longer than 21 days? For more information.  

I looked at the Home Interest Worksheet in Forms, and saw that on the Smart Worksheet, for Item B, the question "Was cash ever taken out as a part of a refinance?" was answered Yes, even though I had carefully answered NO to this question. I changed the answer to no, and the deductible home mortgage interest was calculated correctly. 

@Sally20_00 , great that your return got "Accepted" for processing by the IRS.  After processing and once the  refund amount is approved you will probably get a  CP-53E from the IRS asking you to provide a bank account.  Per the executive  order in Jan25, IRS is moving away from issuing paper checks. If you do not  respond  to the notice or do not open a bank account, IRS will indeed ( at least this year ) issue a paper check -- will take  a while ( they quote six weeks ). If you do not open an account  with your own name, the bank will not accept a check in your name and will  return the deposit back to the IRS, which will then issue a check ( more time ). See the last paragraph of the ref. page below   Here is a ref. for the letter -->>Understanding your CP53E notice | Internal Revenue Service

You may need to update your browser settings and allow permissions.   See How to fix data import issues in TurboTax   What form, income, or data are you trying to import?   TurboTax has partnered with an extensive list of employers, payroll, services and financial institutions that offer import of customer tax documents directly into TurboTax.   I don't see Square on the partner list, but there is help for other types of income here.

If you want to amend it using TurboTax, you can purchase the prior year tax product, re-enter your tax information and then use the Amend Return option to do the amendment. You will find that in the Other Tax Situations section of TurboTax. Look under Other Tax Forms for the Amend return option.   You can use this link to purchase prior year TurboTax products.

I just shared my file under token: [phone number removed][phone number removed]9 @PatriciaV  This relates to the Michigan filing. I have been able to enter in the MI pass-through entity tax in past years as well and cannot this year.