topic State Tax in Investors & landlords

State Tax

trees73 — Sat, 08 Feb 2025 20:08:45 GMT

I work for a company based in Oklahoma but I am a resident of Texas and have never worked in OK. My W-2 from this company shows an OK state tax. I am trying to finish up my taxes on TurboTax but am stumped at the Adjustments to Income portion. It is indicating that I need a Federal Schedule 1, but according to Schedule 1 it is not for State Tax listed on a W-2. TurboTax also shows a Federal Amount that is different than the OK State Tax shown on my W-2. It is nearly impossible to contact TurboTax except through chat with an AI. I've left my phone number this morning for them to call me, but they haven't. I hope someone on here will be able to provide some insight to my problem.

Re: State Tax

MaryK4 — Sat, 08 Feb 2025 23:23:09 GMT

@trees73 Can you clarify why you have an Adjustment to Income? Are you trying to complete the Oklahoma tax return?

Re: State Tax

armando50 — Sun, 09 Feb 2025 02:41:36 GMT

I moved from Texas and moved to Maryland in December of 2024 and worked that month and filed my Maryland State tax return on January 9th of 2025 using TurboTax and when I filed I believe I filed to early and I left out my W-2 and it told me I was getting a refund of $474 which I believe is wrong because I didn't add the right information my W-2 and put my residency as part year, but I just received my W-2 from the state of Maryland and had to amend my return and add that W-2 I received, and It tells me I owe $352 and when amending that return I didn't put my residency as non-resident I accidentally put Full year residency and I don't know exactly what to do at this point because my wages, tips, and other compensation on my W-2 of Maryland are $144.00 and I had no federal Taxes withheld and for my Texas job I worked it was January to July of 2024 so 7 months I had wages, tips, and other compensation of $14999.28 and I had $858 of Federal Taxes withheld so I really just need to know what will happen cause both my original return I filed January 9th of 2025 ( return without W-2 wrong refund that is $474 and a residency of part year that is coming to me ), and amended return that I filed January 31st 2025 ( right information added W-2 and I have an amount due of $352, but put wrong residency as full year residency I shouldn't be due an amount though) are both processing and I don't know what will be my next step in order to fix my mistake thank you very much for the help provided.

Re: State Tax

MaryK4 — Sun, 09 Feb 2025 16:14:35 GMT

It looks like your federal return includes all the W2s, so you will want to amend your Maryland state income tax. You will file as a Part Year resident starting in December. Your only Maryland income will be the W-2 from Maryland. See How do I amend my state tax return? - TurboTax Support - Intuit and please post if you need any additional help. @armando50

Re: State Tax

armando50 — Sun, 09 Feb 2025 16:20:26 GMT

So how will it affect me if I don't amend it.

Re: State Tax

DianeW777 — Mon, 10 Feb 2025 21:58:30 GMT

It depends. If you have a refund coming because you selected 'full year resident', you won't receive it. You can do an amendment again to see what the changes might be. You don't have to file it if the difference is minor.

@armando50