topic State Taxes in State tax filing

State Taxes

shallmann — Mon, 26 Feb 2024 21:27:02 GMT

I live in Indiana and work in Kentucky. It's my understanding NOW I don't have to file state taxes with Kentucky. Why is filing with Kentucky even An option, in TurboTax?? I paid an extra $20 that I did not need to pay, to file Kentucky state taxes I don't have to file.

I won't be using TurboTax next year.

Re: State Taxes

PaulaM — Tue, 27 Feb 2024 00:17:33 GMT

It's there in case Indiana residents had Kentucky taxes withheld from their paychecks. If so they would have to file in the non resident state to receive a refund of the money withheld.

It's for taxpayers who may not have filed an exemption form with their employers.

Re: State Taxes

Hal_Al — Tue, 27 Feb 2024 01:11:00 GMT

In the personal info section, when it asks if you made money in another state, answer NO, per the reciprocal state instructions, on that page. This will prevent TurboTax from thinking you need to file an KY return.

Re: State Taxes

Hal_Al — Tue, 27 Feb 2024 01:15:59 GMT

Request for refunds should be directed to TT Support. https://turbotax.intuit.com/support/contact/ use the term “billing issues” in the question box, not "Refund" or it will just give you the IRS phone number to check your refund status. Week days 5 AM - 5 PM Pacific time

Re: State Taxes

shallmann — Tue, 27 Feb 2024 01:52:55 GMT

So, even though I DID make money in another state, I should answer No?

Re: State Taxes

Hal_Al — Tue, 27 Feb 2024 02:43:49 GMT

Q. So, even though I DID make money in another state, I should answer No?

A. Yes. For tax purposes, working in a reciprocal state is not making money in another state. That is, you did not make money, in that other state, that was taxable by that other state.

Re: State Taxes

shallmann — Tue, 27 Feb 2024 02:45:12 GMT

That actually makes sense, thank you so much!