Federal plus two states. One state not shown in the review process.

[edselby]

Have filed Federal plus two states with TT for several years.  Montana residency and Colorado income.  This year when I reached the review process it does NOT show the final numbers and filing information for Colorado.  Why would that be?

[JamesG1]

Have you prepared both tax returns?  In TurboTax Online, are you able to go to State Taxes / Prepare State / Your State Returns?

At the screen Status of your state returns, do you see both the Montana and Colorado tax returns that have been generated?  If not, click Add another state to add the Colorado tax return.

In My Info, what State of Residence (on December 31, 2022) have you indicated in the software?

What entry have you made at I lived in another state?  Please clarify.

@edselby 

[edselby]

1.  I have purchased the second state and prepared both states as I always have done for several years in TT.

2. State of residence is Montana, as it has consistently been, also for several years of TT

3. I do not recall being asked if I lived in another state, but would have said no.

4. In Review process, Your State Returns screen, both states are shown.

5. Tax Summary for 2022 screen ONLY shows Federal and Montana, no Colorado.

6. I opened a previous year of TT and on the Tax Summary screen both states are shown.

I have not filed yet, but can't help but wonder if TT proceed to file Colorado??

[AbrahamT]

Go through the Colorado review process for Colorado again. There may have been something in the input that you may have inadvertently omitted or misentered that caused the Colorado return not to populate.  Sounds like you may have forgotton to input your Colorado income. Was this coming off your W2? Check your W2 entry again to make sure that you indicated that you had state income from Colorado 

[edselby]

Been there, done that.  Did as you asked but NO change.  While entering data for Colorado everything seems to function normally and the program calculates (and displays at the top of the screen) a tax amount owing to Colorado of $46.00.  However, in the Review Process, Summary Screen, it displays Federal Tax Due and Montana (MT) Tax Due figures but makes no mention of Colorado (CO).  I have done this same routine - Federal, Montana resident, Colorado non-resident - just like this for several years and have not experienced this discrepancy.  Very frustrating.  If it makes the complete calculation for Colorado and shows the correct amount owing, why would it then choose to ignore that in the Review and Filing process?  I can find no discrepancy in the data that I have entered.  I am retired so there is no W2 data, but that has been the same for all of the years that I have filed this way, so I can't think that has any linkage.

[MarilynG1]

Actually, you should prepare your Non-Resident State return first; then your Resident State.

Did you indicate in the MY INFO section that you earned income in another State?  

Since you are retired, what is the income source for Colorado you need to report?  

If you can provide more info, we'll try to help. 

Here's info on How to File a Non-Resident State Return. 

[edselby]

As I have repeatedly said - I have done this exact routine for several consecutive years.  I appreciate all of your suggestions, but I have already done everything that several of you suggest - sometimes 2 or 3 times.

I have solved my dilemma, but actually by accident.  There is one screen near the end of the review process that displays the results, titled Tax Summary for 2022.  It now shows the results for Federal and State of Residence, but does not mention the Non-Resident State, even though it has been input and calculated.  That is a change in TurboTax.  I thought I remembered that in the past it displayed results for all three entities so I "assumed" too much.  By the way, I went back and opened my previous return for 2021 and it DID show all three results on that screen.  You need to have that fixed.

So, I proceeded as though I was going to file my returns - and guess what - TT was ready to file all three of them even though it didn't mention one of them on the Summary page.  So my problem doesn't actually exist, but the deletion from the Summary screen has created my "tempest in a teapot".  Sorry about that, but the inconsistency in your program led me down that garden path.

By the way, you inquired somewhat incredulously how I could have income in a non-resident state when I am retired?  We have zero W-2 income, but I said "retired", not dead.  We have real estate holdings and mineral lease holdings in that state which generate significant annual income.  TurboTax does all sorts of neat things for the likes of me.

Please consider this matter resolved and closed.

[MarilynG1]

I'm glad you resolved your issue.  I will point out up the line that the Tax Summary for 2022 is NOT displaying all states.

The reason I asked about your Colorado Source Income is because some folks have issues allocating the income between states correctly when it is not clearly indicated on a W-2 or 1099 Form. 

@edselby