We moved 2/2018 from NY to SC. My spouse stayed in NY to continue working the entire year. I'm retired, received a pension and social security. What state returns?

[JulieCo · Accepted solution]

There are a couple scenarios depending upon the details of your situation:

If your husband continued to work in NY for entire year and essentially continued living in NY as well during the time you also had a place in SC, he could be considered a resident of NY for the entire year.  Then he could file a resident return (filing separate) for NY for the year.  For yourself, you would need to file part-year returns for NY and for SC, also filing separate. 

Otherwise, if you both moved (changed your residency) to SC in February, then you would need to file joint part-year resident returns for NY (for Jan/Feb) and for SC (remainder of year).  Plus, your husband would need to file a non-resident return for NY for his earnings in NY from March to December of 2018.  TurboTax recommends creating the non-resident return first.

For either scenario, it will be important for you to be sure you have the resident states for each of you set up correctly, plus as to whether you lived in another state.

Here is more information, along with scenarios, of filing part-year resident returns in TurboTax:

https://ttlc.intuit.com/replies/3302342

https://ttlc.intuit.com/replies/3302008

Below is information on how to file a non-resident return in TurboTax:

https://ttlc.intuit.com/replies/3302052