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Hello! I moved to Tennessee at the end of February of 2024. I've lived in Tennessee since then. On my w-2s it says I live in Ohio. How should I file?

 
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2 Replies

Hello! I moved to Tennessee at the end of February of 2024. I've lived in Tennessee since then. On my w-2s it says I live in Ohio. How should I file?

TN has no state income tax so you have nothing to file in TN.   But you lived and received income in OH for part of 2024, so you will need to prepare a part-year return for OH and allocate the amount of income you earned in OH to seek a refund of excess tax withheld for OH.   Going forward, make sure the employer has stopped withholding OH state tax from your wages.

 

MOVED OR NEED TO FILE PART-YEAR STATE

https://ttlc.intuit.com/questions/1901560-how-do-i-file-if-i-moved-to-a-different-state-last-year

 

https://ttlc.intuit.com/turbotax-support/en-us/help-article/printers-printing/file-part-year-state-r...

 

https://ttlc.intuit.com/turbotax-support/en-us/help-article/printers-printing/file-part-year-state-r...

 

 

ALLOCATE PART YEAR

https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/allocate-split-income-part-y...

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
Hal_Al
Level 15

Hello! I moved to Tennessee at the end of February of 2024. I've lived in Tennessee since then. On my w-2s it says I live in Ohio. How should I file?

You have to file an Ohio part year resident return.  

 

  It may first  appear that Ohio is taxing all your income, but it isn't. 

Ohio does a convoluted tax calculation for non-residents/part year residents. It calculates tax on total income, then it calculates a non resident/part year resident credit, which it subtracts from the tax it calculated on the total income. The credit is calculated as your non-Ohio income divided by Total adjusted Income multiplied by the total tax. TurboTax (TT)   does this by allocating your income as either Ohio or non-Ohio. W-2 income will be allocated by the state name abbreviation shown in box 15 of your W-2. TT will ask you, item by item, in the state section, how much of your other income is Ohio or non-Ohio income. Make sure that your non-Ohio wages show TN (Other state postal abbreviation)  in box 15 of your W-2 screen, with the TN amount in box 16.

Since TN does not have an income tax, boxes 15-17 may be blank on your actual W-2. At the W-2 screen, in TT, enter TN  in box 15. Put the box 1 amount in box 16 and  0 in box 17.

This system allows Ohio to apply their highest tax rate, based on your total income, while only taxing your Ohio income.

Ohio has a nonresident credit allocation form. IT NRC

https://tax.ohio.gov/static/forms/ohio_individual/individual/2022/itnrc.pdf

The credit is found on the “Schedule of Credits” and the calculation on the “Schedule of Credits” worksheet.

 

 

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