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Level 2
posted Mar 12, 2024 9:10:10 AM

I have state ID of MA but lived in NH from last last few months in my own condo. I do not want to change ID Massachusetts. how do I file state taxes NH and MA

Can I file my taxes for both states and keep my ID of MA forever. How do I split in two states my income is SS, Bank Interest and some from Vanguard.  

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1 Best answer
Expert Alumni
Mar 12, 2024 9:41:05 AM

The requirements for ID Massachusetts may be found here.

 

I think that you are saying that in 2023 you were a part-year resident of Massachusetts and part-year resident of New Hampshire.

 

Taxable Social Security, taxable interest income and Vanguard investment income are likely not sourced to one state or the other like W-2 income would be reported in boxes 15 through 17 of the form.

 

If you lived in Massachusetts from January 1 through June 30 and in New Hampshire from July 1 through December 31, you may want to allocate 50% to Massachusetts and 50% to New Hampshire.

 

You may also identify other methods of allocation that would make sense given your situation.

 

What ever method is used, maintain a record of your calculations should one or another taxing authority have questions about the income reported.

 

 

1 Replies
Expert Alumni
Mar 12, 2024 9:41:05 AM

The requirements for ID Massachusetts may be found here.

 

I think that you are saying that in 2023 you were a part-year resident of Massachusetts and part-year resident of New Hampshire.

 

Taxable Social Security, taxable interest income and Vanguard investment income are likely not sourced to one state or the other like W-2 income would be reported in boxes 15 through 17 of the form.

 

If you lived in Massachusetts from January 1 through June 30 and in New Hampshire from July 1 through December 31, you may want to allocate 50% to Massachusetts and 50% to New Hampshire.

 

You may also identify other methods of allocation that would make sense given your situation.

 

What ever method is used, maintain a record of your calculations should one or another taxing authority have questions about the income reported.