Does turbotax allow multiple returns for the same state from the same person for the same tax year?

Forum|Forum|7 years ago
June 5, 2019
18 replies
66 views

I lived in Maryland for part of the year, then became a resident of another state (California) but still had Maryland source income while not a resident. In this circumstance Maryland requires me to file two returns, once as a part year resident for the period I lived there, and once as non resident to cover the rest of the year.

Page 1 of the MD non-resident booklet indicate the need to file two returns. (http://forms.marylandtaxes.gov/current_forms/nonresident_booklet.pdf) Per the table on page 1, because I am a "Taxpayer who moved into or out of Maryland during the tax year and received income from Maryland sources while [I was] a nonresident of Maryland, the booklet indicates I should file "Form 505 Nonresident Return and Form 502 Resident Return"

Does turbotax allow multiple returns from the same state for the same person? How do I handle this circumstance in turbotax?

TurboTax Self Employed Online

Best answer by dmertz

Yes, it appears that you are required to file both a part-year resident Form 502 and a non-resident Form 505.

I'm not aware of a way to file two state returns for the same state within a single TurboTax tax file. Absent a way to do this, I would use the CD/download version of TurboTax, prepare the federal tax return, save two copies of the tax return file at this stage, then prepare the part-year resident Maryland tax return using one copy and prepare the part-year resident California and nonresident Maryland tax returns using the other copy. You'll need to check carefully to see that credit for taxes paid to another state are correctly handled on each of the state tax returns.

(It actually may not matter which file is used to prepare the California tax return, or you could prepare the California tax return before making the copies in which you'll prepare the Maryland tax returns.)

SteamTrain

Level 15

...I think you re mistaken.

The nonresident MD forms are also used for part-year residents and handles income both while you were a (ptyr)resident of MD, and during the time you were a non-resident.

It all is handled during the MD partyr/nonresident interview (whenever TTX finally has those forms)

<a rel="nofollow" target="_blank" href="http://forms.marylandtaxes.gov/16_forms/nonresident_booklet.pdf">http://forms.marylandtaxes.gov/16_forms/nonresident_booklet.pdf</a>

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

M

morpateAuthor

Level 2

See the last row of the box under instruction 1 on page one of the booklet you linked. I am a "Taxpayer who moved into or out of Maryland during the tax year and received income from Maryland sources while [I was] a nonresident of Maryland", and therefore, should file "Form 505 Nonresident Return and Form 502 Resident Return"

SteamTrain

Level 15

Interesting....Not sure (which is why I put this all in as a comment in the first place).

There have been thousands and thousands of former MD residents in your situation....never been an issue taht I've seen, so I suspect that TTX uses whatever forms are necessary .

............maybe someone who actually has the 2016 software forms and can test that situation (since 2017 isn't out yet) will be able to educate us all.
.

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

SteamTrain

Level 15

@dmertz

Don't you do MD?

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

D

dmertzAnswer

Level 15

Yes, it appears that you are required to file both a part-year resident Form 502 and a non-resident Form 505.

I'm not aware of a way to file two state returns for the same state within a single TurboTax tax file. Absent a way to do this, I would use the CD/download version of TurboTax, prepare the federal tax return, save two copies of the tax return file at this stage, then prepare the part-year resident Maryland tax return using one copy and prepare the part-year resident California and nonresident Maryland tax returns using the other copy. You'll need to check carefully to see that credit for taxes paid to another state are correctly handled on each of the state tax returns.

(It actually may not matter which file is used to prepare the California tax return, or you could prepare the California tax return before making the copies in which you'll prepare the Maryland tax returns.)