All State tax filing posts

Re: I work in the city, but I don't live in the city.. somehow it has me living in the city, but ...

AmyC — Tue, 14 Apr 2026 03:45:35 GMT

Follow these steps:

Federal
1. Go to My Info > Edit your name.
2. Check the section: "Tell us the state you lived in."
3. Look for a specific question below it: "Did you live in a Michigan city with a local income tax?"
4. Select No (or ensure you haven't selected Jackson there).
State
1. Open to the Michigan interview.
2. Proceed until you see a screen titled "Michigan City Tax Returns."
3. Click Start/Edit next to Jackson.
4. It will ask for your Residency Status. Select Non-Resident.
5. The Allocation Screen: It will then ask how much of your income was earned in Jackson. Since you work there, you'll likely report your full W-2 wages, but the software will now apply the lower 0.5% tax rate instead of the full resident rate.

Re: Non qualified deferred compensation plan

jvmiller513 — Tue, 14 Apr 2026 03:42:12 GMT

When I answered no to the allocation question, I noticed that the NQDC W-2 showed zero for the wages. changing the allocation methodology didn't change it - it always read zero.

Perhaps I need to delete this W2 and add it in again manually?

How can I file for the remainder of my solar tax credit?

mary — Tue, 14 Apr 2026 03:42:05 GMT

How do I file my solar tax credit?

I work in the city, but I don't live in the city.. somehow it has me living in the city, but I'm not sure where to change it

lashley12407 — Tue, 14 Apr 2026 03:38:59 GMT

(Jackson, MI)

Maryland Local Tax is very high in the return Turbotax generated = 68% of State Tax. How can that be? How do I fix it in Turbotax calculations?

richard.linowes — Tue, 14 Apr 2026 03:38:16 GMT

Maryland Local Tax calculation seems incorrect

Re: Non qualified deferred compensation plan

jvmiller513 — Tue, 14 Apr 2026 03:34:40 GMT

W2 Box 11 is filled in with the same amount as shown in box 1 and box 16.

IT-203 line 1 is zero, box 16 has the amount from W2 box 11.

In the allocation section, it asked if all my wages and self employment income was earned in NY, I said yes, so I didn't get the allocation screen. Should I say no and then allocate the NQDC W-2 at 100%?

Re: Spouse is part time NYC resident. W-2 income for entire year is NY State income. The final in...

AmyC — Tue, 14 Apr 2026 03:25:48 GMT

You are thinking tax liability which is not the same as income. Let me explain:

For example:

NY tax on your total federal income is $8,000
But only 10% of your income was earned in NY
NY tax liability will be 10% of $8,000 or $800.

Let me get you to preview your return and check.

If you are using the online version:
1. go to Tax Tools,
2. then select Tools,
3. select View Tax Summary,
4. on the left side, select Preview My 1040.
In the desktop program, switch to forms mode.

Keep going and you will see the NY percentage come into play

The Federal AGI is used as a denominator and the NY only income as the numerator to calculate the percentage of income earned in NY. on line 45.
NY determines the tax on your entire federal income, line 37, then multiplies the tax times the percentage just determined to create your actual tax on line 50.
Tax withheld on line 62
Refund line 68
Balance due line 70

how do I delete rent certificate for wisconsin return?

morganjaenke — Tue, 14 Apr 2026 03:25:44 GMT

Re: state of OH want me to put a number more than 0 in the out-of-state purchases Under sales/Use...

AmyC — Tue, 14 Apr 2026 03:22:21 GMT

Follow these steps:

Switch to Forms mode.
Look on the left side for the forms in your return.
Look for the red exclamation mark
Select that form
Look for the pink box
You can scroll on that form and delete an entry or the whole form.

Re: Non qualified deferred compensation plan

AmyC — Tue, 14 Apr 2026 03:12:07 GMT

Wages can't equal zero. Check this:

W2
1. Box 11: Is it definitely filled in? This is the "key" that tells NY this isn't "normal" work salary.
2. Box 16: Check Form IT-203, Line 1: If this is zero, but Line 16 is also effectively zero, NY thinks you’ve made an entry error on your W-2.
In the New York State portion of the program:
1. Look for a screen titled "Identify the source of your New York wages" or "W-2 Wage Allocation."
2. You will likely see the NQDC W-2 listed.
3. Instead of leaving it at $0, look for the option to allocate by percentage or manually allocate.
4. The Trick: NY State e-file servers often reject a "0" on the state wage line if the W-2 shows NY. To satisfy the error, some users find they must ensure the "Federal" amount and "New York" amount are reconciled in the Wage Allocation section. If the income was 100% earned/received while a non-resident, it should be allocated to your "Other State" or "Non-NY" column.

If the above fails, go back to your w2 and enter $1 in NY income box 16.

Re: why didnt turbotax have me fill out 8958?

AmyC — Tue, 14 Apr 2026 03:03:01 GMT

You only need it in community property states filing MFS where you lived together at some time during the year. You may not have been required to file it. If you do, search for 8958 with the magnifying glass and select the jump to link.

Non qualified deferred compensation plan

jvmiller513 — Tue, 14 Apr 2026 03:01:04 GMT

I m retired, part-time NY state resident with a non-qualified deferred compensation plan from my original employer. The proceeds are reported on a W2 in box 1 and box 11. On my NY State return, it looks like Turbo tax is correctly reporting this income on form IT-203 form, line 16 (line 1 is zero) but everytime I try to electronically file my NY state return, it gets rejected by NY state because "NYS Wages should not be equal to zero when W2 shows NY wages." Fed return was electronically filed with no issues. Does anyone know how to fix this problem? Did I miss a box to check somewhere?

why didnt turbotax have me fill out 8958?

Gamze — Tue, 14 Apr 2026 02:58:25 GMT

Re: Where do I find the Michigan tax credit/deduction for the Michigan Education Savings contribu...

DawnC — Tue, 14 Apr 2026 02:55:19 GMT

On the screen titled Here's the income Michigan handles differently, it will be under Education.

Re: I lived in two different tax districts in the same state. How do I change this?

AmyC — Tue, 14 Apr 2026 02:48:45 GMT

In the state section, you can add taxing districts. NY, OH and PA are the big ones. You will need to split your income to match your residency. You may need to adjust your w2 local information.

Where do I find the Michigan tax credit/deduction for the Michigan Education Savings contributions?

jamesafay76 — Tue, 14 Apr 2026 02:30:01 GMT

Where to I find the 529 plan credits/deductions for Michigan?

Re: CA state refunds now later than late!

AmyC — Tue, 14 Apr 2026 02:29:20 GMT

Wow, that is interesting. We are hearing more stories of states running later this year. The federal changed laws last July and the states had to decide what they were doing. Some states are still deciding, it has been an interesting year. Best wishes!

Re: If I have Non-resident income but why no calcs showing up on return?

DavidD66 — Tue, 14 Apr 2026 02:25:07 GMT

Did you prepare your non-resident Missouri state return first, and then prepare your Illinois resident return? If not, delete your Illinois return and log-out of your return. Log back in, and add Illinois to your return. In order for the credit for tax paid to other states to calculate properly, you need to prepare your non-resident return first, and then your resident return.

Re: Line 23 State ID on the tax payments worksheet. What number is being sought here and where can I find it?

mesquitebean — Tue, 14 Apr 2026 02:25:09 GMT

On the Tax Payments Worksheet, Line 23, it's probably referring to the 2-letter state ID code, such as CA for California, MA for Massachusetts, etc.

Re: Line 23 State ID on the tax payments worksheet. What number is being sought here and where ca...

AmyC — Tue, 14 Apr 2026 02:23:54 GMT

The state ID of the issuer can be found:

W2 box 15
1099-R box 15
1099-NEC/MISC box 16 or 17