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Level 1
posted Mar 16, 2021 6:34:55 AM

Can we divide the federal reported income from Instacart on a 1099-NEC between two state income tax returns?

My son worked Instacart in MA and CA but only received one 1099-NEC. We report the total earnings on his 1040 but should he divide the earnings between the two states?

0 6 1352
6 Replies
Expert Alumni
Mar 16, 2021 6:57:37 AM

Yes, is there a breakdown of income between the two states on the NEC? If not, you can prorate by days. Check with each Dept of Revenue to see if he meets the filing requirements.

 

CA DOR

 

MA DOR

 

Level 1
Mar 16, 2021 2:36:04 PM

Thanks.  There is no dollar amount in Box 7 but Box 6 indicates the payer's state no:  "MA".   Does that mean I have to use the total earnings on his MA state return even though part of his earnings from Instacart were from CA?

 

 

Expert Alumni
Mar 16, 2021 3:16:41 PM

No, you can allocate the amount in Box 1 between MA and CA - based on what state he was in when he did the work.   I will leave a link below that explains how to allocate your income between states.   You enter the totals on the federal return and when you get to the state returns, you will allocate a portion to each state.   And enter the 1099-NEC exactly how you see it.  If there were withholdings in Box 5, enter those with whatever state code is listed.   TurboTax will apply the withholdings to the correct state return. 

 

How do I allocate (split) income for a part-year state return?

Level 2
Feb 28, 2022 2:36:15 PM

I am having an issue with box 5and7 blank. The system will not proceed. 

Expert Alumni
Feb 28, 2022 5:16:44 PM

If you only have one state for the income from your 1099-NEC @Syce Hollywood then you can just enter the amount from box 1 into box 7 and leave a zero in box 5.  If there were multiple states you will have to make multiple entries into box 7 using the formula above and you should be set.

Level 2
Mar 1, 2022 12:48:42 PM

Thank you