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Level 2
January 24, 2020
Question

Lived all 2019 in Indiana, received W2 from Ohio from delayed payroll 2018.

  • January 24, 2020
  • 5 replies
  • 11 views

Hi I have a question. 

 

I moved to Indiana on December 20, 2018 from Ohio where I worked for company A. 

I got a new job in January 2019 at company B in Indiana. 

I received my final payment from company A on December 31, 2018, however their payroll ended January 11, 2019.

 

Today I received a W2 for that final pay from company A.  As a full year resident of Indiana in 2019, how do I file my state taxes? Ohio obviously withheld taxes due to me living there in 2018.  Do I file Indiana full year and Ohio non resident? When I add Ohio W2 into Turbotax my Indiana refund goes to owing, along with Ohio going from $0 to owing as well.  I'm a little confused.

 

Any help is appreciated!

5 replies

Alumni - Champ
January 24, 2020

File your 2019 return as a full-year resident of IN.

If you want a refund of the incorrectly withheld OH taxes, you'll also have to file a non-resident OH return, showing zero OH income.

**Answers are correct to the best of my ability but do not constitute tax or legal advice.
luketj8Author
Level 2
January 24, 2020

That's sort of where I am confused, they weren't incorrectly withheld.  The error is that company A included it on a later 2019 payroll rather than when I received the payment in 2018.  If that doesn't matter as I received it while living in Indiana, how do I file showing $0 Ohio income? As in, where in turbotax is that? On the non resident form?

Alumni - Champ
January 24, 2020

If your 2019 W-2 shows OH withholding in Box 17, you'll have to request a refund by filing a 2019 non-resident OH tax return.

You will enter the zero OH income on the non-resident OH return.

It's not necessary to use TurboTax for this.  Ohio offers a free fill-in PDF tax return here: https://www.tax.ohio.gov/portals/0/forms/ohio_individual/individual/2019/PIT_IT1040_Bundle_FI.pdf

You may want to attach a letter explaining why your return shows zero OH income.

 

**Answers are correct to the best of my ability but do not constitute tax or legal advice.