Is it necessary to manually exclude income from a non-resident state return?

Forum|Forum|2 years ago
October 11, 2023
1 reply
21 views

On the desktop version, it's asking me whether to exclude my primary business income or not, from my non-resident state return. (The purpose for the non-resident return in my case is a small amount of rental income in that non-resident state.)

On the web version in past years, I was never confronted with this question.

You can also see more details here:

https://ttlc.intuit.com/community/taxes/discussion/re-state-taxes-on-non-resi[product key removed]n-whether-to-exclude-business-income/01/3097775

Anonymous_

Level 15

Is there any reason you do not want to make the adjustment?

You should not have to include your primary business income on your non-resident state return if it was not connected with that state.

LeeB6Author

Level 3

Hi Tagteam. I'm just afraid to do something wrong, or make a change that's hard to correct!

In past years, using the hosted/web version of TurboTax, I was never confronted with this choice. So I don't know what's correct, tax wise.
Should I exclude my other-states work income from this one non-resident return, which includes the follow-on questions of excluding my other-states work deductions, and basically anything related to earnings and my self-employed business in my primary state?

Anonymous_

Level 15

Your state non-resident return is typically for income sourced to that state, which requires allocating between your resident state and the non-resident state. It does not appear as if you're doing anything wrong.