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Level 3
posted Feb 7, 2025 1:46:04 PM

How to allocate income between two states

I earned income from my single employer in North Carolina (resident) and Idaho (non-resident). The W2 allocated taxable income and withheld state taxes based on a beginning-of-year estimate of time in each state, but the actual time in each state was different than the estimate. When determining Idaho state income in the Turbotax as screen appeared asking me to enter Federal income and Idaho income tax(or something like that), but there were no boxes to enter numbers and nothing to click or do, other than continue (which took the entries as zero, and that is not right).

Am I doing this wrong. Or does the state of Idaho module have a bug? Where would I report a possible bug?

(Using TurboTax Premier desktop on MacOS)

0 3 3003
1 Best answer
Expert Alumni
Feb 7, 2025 2:14:35 PM

I found the entry you are referring to and it did allow me to enter.  I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:

 

TurboTax Online:

  1. Sign into your online account.
  2. Locate the Tax Tools on the left-hand side of the screen.
  3. A drop-down will appear. Select Tools
  4. On the pop-up screen, click on “Share my file with agent.”
  5. This will generate a message that a diagnostic file gets sanitized and transmitted to us.
  6. Please provide the Token Number that was generated in the response.

TurboTax Desktop/Download Versions:

  1. Open your return.
  2. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” *
  3. This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us.
  4. Please provide the Token Number (including the dash) that was generated in the response.

*(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)


 

3 Replies
Expert Alumni
Feb 7, 2025 2:14:35 PM

I found the entry you are referring to and it did allow me to enter.  I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:

 

TurboTax Online:

  1. Sign into your online account.
  2. Locate the Tax Tools on the left-hand side of the screen.
  3. A drop-down will appear. Select Tools
  4. On the pop-up screen, click on “Share my file with agent.”
  5. This will generate a message that a diagnostic file gets sanitized and transmitted to us.
  6. Please provide the Token Number that was generated in the response.

TurboTax Desktop/Download Versions:

  1. Open your return.
  2. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” *
  3. This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us.
  4. Please provide the Token Number (including the dash) that was generated in the response.

*(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)


 

Level 3
Feb 7, 2025 3:09:49 PM

Thank you MaryK4.


170566212-87969995

 

Level 3
Feb 7, 2025 3:18:08 PM

So, I just opened the sanitized file and started walking through the Idaho entries and the page came up normally like I thought it should.

So, I went back to my tax file and started through the Idaho entries, and it also appears to be working. I will continue on and come back crying if it doesn't work. This is similar to a different problem I had with this same thing (allocating income to two states) a couple years and I never got it fixed.

Anyway, than you again for the prompt reply.