topic Non-Resident State Tax after filling out Resident State Tax in State tax filing

Non-Resident State Tax after filling out Resident State Tax

ric982 — Wed, 29 Jan 2020 22:06:13 GMT

You (forum response) recommends filling out non-resident state form first. What if you filled out the resident state tax first by mistake. What should you do to ensure proper calculations of resident and non-resident state?

Re: Non-Resident State Tax after filling out Resident State Tax

DavidD66 — Wed, 29 Jan 2020 22:20:12 GMT

I recommend deleting your resident state, completing the non-resident state, and then adding and completing your resident state.

Re: Non-Resident State Tax after filling out Resident State Tax

ric982 — Wed, 29 Jan 2020 22:36:24 GMT

Deleted by OP.

Re: Non-Resident State Tax after filling out Resident State Tax

TomD8 — Wed, 29 Jan 2020 23:08:35 GMT

Post back if one of the states is California. California uniquely has "reverse credit" arrangements with a few other states.

Re: Non-Resident State Tax after filling out Resident State Tax

ric982 — Thu, 30 Jan 2020 15:16:04 GMT

So I hope this shows up as a response to the answer. More questions:

I have updated my personal information to show I how taxes in two states. The two states show up under the state returns section. The two states do not have reciprocal tax agreements and California is not one of them.

1) How do I delete the resident state. There is an EDIT button, but I don't see a way to delete.

2) When I do delete the resident state, I assume all my data that I entered for that state will be forgotten and I can re-enter it again later after doing the non resident state and it will factor out the income of the non-resident state.
3) If I delete the resident state, will it allow me to download the non-resident state as my one free of charge state with Deluxe TT?

3) Is it correct that when I then add the resident state as my second state, it will charge me $39.99?

Re: Non-Resident State Tax after filling out Resident State Tax

ric982 — Thu, 30 Jan 2020 22:25:07 GMT

If found the File>Remove State Return control.

So please indicate if the following is the correct procedure to go forward from here:

1) Remove State Return for resident state. This leaves resident state in Turbotax with no forms filled out.
2) Add new state for non-resident state (will have me purchase it from Online store).
3) Fill out non-resident state forms.

4) Fill out resident state forms.

Re: Non-Resident State Tax after filling out Resident State Tax

ric982 — Thu, 30 Jan 2020 23:31:54 GMT

Ok. I have talked with INTUIT. They said that the correct order is to fill out the resident state return first. You can add the non-resident state after the fact and it should figure it all out.

So, I will try that. Hope it works and we are done here.