CT State Amended Filing - Part Year Resident Income Split Correction (Tax Year 2022)
Hello,
I'm working on an amended CT state filing for tax year 2022 where I was a part-year CT resident. I'm filing an amendment since I incorrectly allocated my wage split for the Connecticut Resident Period vs Connecticut Nonresident Period. The total wages were correct, but I was overtaxed due to an incorrect wage split between CT and a state with no income tax so I am looking to correct the wage allocation. In TurboTax, when I initiate an amended filing, it only generates a Form CT-1040X. Looking online, it appears that I won't be able to electronically file anyways, but I wanted to confirm that I am filling out the correction forms to mail in.
This is my understanding of what I would need to do:
1) Fill out CT-1040X (net change column B and correct amount column C)
- Line 6: Income from CT sources from schedule CT-SI (input corrected CT wages)
- Line 10,12,14,16,18,20: Corrected income tax due to the corrected CT wage allocation
- Line 27: Amount overpaid
- In addition, there's a text field for justification towards the top that I will fill out explaining why this amended filing is needed.
2) These don't show up in TurboTax as part of the amended filing, but my understanding is I would fill out a corrected version of the following forms with the correct wage split:
- CT-1040NR/PY (even if similar inputs to 1040X)
- CT-1040AW
- CT-SI
This is my first time completing an amended state filing (especially for a part-year resident), so I just wanted to make sure this was the correct process for this situation and to check if I was missing anything. Thank you very much in advance!
