All State tax filing posts

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

Re: Maine state student loan repayment not calculating correctly

aquigley — Tue, 14 Apr 2026 02:23:29 GMT

thanks!

Re: IL 1040 question "Sold any Employer Securities"

Mike9241 — Tue, 14 Apr 2026 02:21:21 GMT

a stock bonus plan is a type of retirement plan. RSUs are not a form of retirement plan. They are not eligible for the adjustment.

Re: Maine state student loan repayment not calculating correctly

AmyC — Tue, 14 Apr 2026 02:20:35 GMT

There are no free desktop versions. You can start with the cheapest, if you need an upgrade it will let you know. Maybe instead, you should contact support. This is your choice. You can see the programs and forms, just scroll down to see more. Good luck!

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

btcummin — Tue, 14 Apr 2026 02:19:12 GMT

Re: Indiana from Ohio mid-year move. I should qualify for the ohio neighbor state tax reduction. ...

AmyC — Tue, 14 Apr 2026 02:14:06 GMT

Ohio and Indiana have a reciprocal agreement when you live in one state and work in the other.

If you worked the same job all year, that can confuse the issue.

Go back to the w2 and select edit.
1. The federal and state have the forms, the program needs to understand.
2. Change your state entry so you have Ohio showing with the income earned while a resident of Ohio
3. Change your state entry so IN income shows while a resident of IN.
4. The two should add together to your total income.
Go through the OH return:
1. Verify part year return
2. Look for subtractions or income adjustments
3. claim only for the period you lived in Ohio
Go through the IN return
1. verify part year return
2. verify county lived in Jan 1st, none if you move to IN from Ohio.

You will probably get a refund from one state and owe the other - if you are used to the reciprocal agreement, it will be a little different this year.

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

kimrenea11 — Tue, 14 Apr 2026 02:13:14 GMT

All my income is earned in MO but I live in IL. Where will the credit show up? I have always needed Form MO-NRI (Non-resident income) and IL 1040 CR (credit paid to non-resident state). I am not seeing any mention of this in the calculations, even though each state return shows this residency status.

Re: Help me find where to enter information on the Maryland Caregiver Credit. I am caring for my ...

MelindaS1 — Tue, 14 Apr 2026 02:11:39 GMT

Unfortunately, neither the MD state House or Senate has passed their respective bills for caregiver tax credits; and so you will not be able to claim this on your state taxes this year.

Instead, you can consider whether to claim your parent as a dependent and receive other caregiver tax benefits that way. Learn more, TurboTax - Caregiver Tax Credits: How to Save on Your Taxes

See also: the IRS guidance for claiming a qualifying relative as a dependent:

General rules for dependents

These rules generally apply to all dependents:

A dependent must be a U.S. citizen, resident alien or national or a resident of Canada or Mexico

A person can't be claimed as a dependent on more than one tax return, with rare exceptions

A dependent can't claim a dependent on their own tax return

You can't claim your spouse as a dependent if you file jointly

A dependent must be a qualifying child or qualifying relative

[...]

Qualifying relative

A qualifying relative must meet general rules for dependents and pass these tests:

Not a qualifying child: Isn't your qualifying child or the qualifying child of any other taxpayer

Member of household or relationship: Lives with you all year as a member of your household or is a specific type of relative

Gross income: Has gross income under $5,050

Support: Gets more than half their financial support from you

See the full rules for a qualifying relative

Re: Maine state student loan repayment not calculating correctly

aquigley — Tue, 14 Apr 2026 02:04:49 GMT

ok thank you, is there a particular desktop version I should get? I saw there are various versions, and I'd like a free one.

Re: Maine state student loan repayment not calculating correctly

AmyC — Tue, 14 Apr 2026 02:02:51 GMT

The desktop version will let you connect forms more easily. If you want to switch to desktop just to be safe before paying you can. If you pay and it doesn't work, then you have to contact customer support to get the swap. You may want to switch to desktop to finish up. All your information is saved and you pick right up where you were. There is a forms mode and you can switch to it and change the forms to force them to connect. I feel like you must be missing the CP form for some reason.

IL 1040 question "Sold any Employer Securities"

MamaTN — Tue, 14 Apr 2026 02:01:37 GMT

For the Illinois tax return, for the Turbo Tax question "In 2025 did you sell stock received from your employer's qualified pension, profit-sharing, or stock bonus plan at a gain" do RSU's count as the stock bonus plan? It gives an exception of stock acquired thru an employee stock option or stock purchase plan (ESPP). But RSU's aren't options or ESPP's so am thinking I need to answer Yes if I sold previously vested RSU's at a gain. Can you please advise?