topic Amending e-filed State return for a credit ? in After you file

Amending e-filed State return for a credit ?

sonzoil — Sun, 29 Mar 2020 17:10:38 GMT

I filed my Federal, CT state and MA state returns by e-file yesterday. I moved to MA from CT mid year 2019. I allocated W2 wages for each state the months LIVED there. There was one month I received income in CT while living in MA. Upon reviewing my CT 1040 it appears it is using the adjusted gross off the federal, and not subtracting the one month income to MA, as I listed on the CT return. It appears the taxes were not allocated back to me from CT on that one month I lived in MA. When I filled out the MA return I included this one month of income in my total for the year, and it shows it taxed me on this income. I was not fully understanding if I should have asked for a credit on the MA return for this one month of income, so I wouldn't be taxed twice on that amount. I contacted an agent and got this response, which now is confusing:

"I recommend removing the subtraction for the amount from CT earned while living in Mass for a week. (but before you do jot down the tax number per the preview of the return) Then compare the new tax for CT to the prior number. The difference is the amount of tax that was paid to CT and Mass for the same income. This is the amount eligible for credit.

Below is how the tax laws work for the two states.

Please see below:

Since MA requires you to pay tax on all of your income while you are a resident,
CT requires you to pay tax on the income you earn there whether or not you live there so for this state you are a non-resident with regards to the one week of income.
MA will give your a credit for taxes paid to CT on the same one week of income."
My question is should I reopen and amend my MA e-filed return? Also when the turbotax agent said remove the amount from the CT return I think that was just for instructional reasons because I have to allocate that one month to CT when filling out the form as I did for my dividends , pensions, interest ,etc other incomes , CORRECT?

Re: Amending e-filed State return for a credit ?

CatinaT1 — Mon, 30 Mar 2020 16:52:16 GMT

This was answered in a related post from you.

Re: Amending e-filed State return for a credit ?

sonzoil — Thu, 02 Apr 2020 14:54:35 GMT

Thanks. Is the community in agreement with how I came about the figures on the first screen or should I have done something different? On my completed CT 1040, I just reduced the taxable wages figure by the taxable wage figure that I believe I was taxed in both states. I then saw my before and after tax liability and used the difference as the tax CT collected on that wage earned in CT but resided in MA. That is what I inputted on the State MA CREDIT page

Re: Amending e-filed State return for a credit ?

sonzoil — Mon, 29 Jun 2020 19:59:37 GMT

Help! I used a reply below to fill in fields on the questionaire for obtaining a credit from Mass on taxes that I paid to CT while working in Ct , but living in Mass. I seem to get the credit now, but the software made me change on Schedule OJC worksheet for Mass, line 1 for the 5.05% income to the total amount of income I was taxed on by CT. That is not the smaller amount which was taxed on by both CT and Mass . It made me change it to Total CT income taxed, which is not what line 12 on 1-Nr/PY shows on the Mass return. That is a much smaller amount also. I believe both numbers should be the same. Any clarification or help would be appreciated.