Specifically I moved 9/25/2017 from KY to OH. I started a job there. I then moved back to KY on 11/6/2017 and returned to my old job. Do I file as a full-year for KY and a part-year for OH?
Yes, you file full-year for Kentucky. Your move was too short to have truly established residency in Ohio. Therefore, you are justified in claiming all of the income as a KY resident. However, since KY and OH are reciprocal states, you will only be taxed on your KY income. You can be refunded for all of the tax you paid to Ohio on your income.
You will file an OH nonresident return. On the return, you will see a screen entitled Reciprocity Wages. On that screen, you will input into the box the amount of wages reported on your W2 as Ohio wages. These will be excluded from your Ohio return, entitling you to a full refund. See the screenshot below on how to do this:
Yes, you file full-year for Kentucky. Your move was too short to have truly established residency in Ohio. Therefore, you are justified in claiming all of the income as a KY resident. However, since KY and OH are reciprocal states, you will only be taxed on your KY income. You can be refunded for all of the tax you paid to Ohio on your income.
You will file an OH nonresident return. On the return, you will see a screen entitled Reciprocity Wages. On that screen, you will input into the box the amount of wages reported on your W2 as Ohio wages. These will be excluded from your Ohio return, entitling you to a full refund. See the screenshot below on how to do this:
Okay, so this is true even if I obtained an OH drivers license? I later forfeited it again for a KY one in November. Also: I assume that I canNOT claim OH taxes as a credit on my KY return, right?
You are correct. What is difficult is that many states can't accept a part-year return with a move-in and move-out in the same year. Although it sounds like you were legitimately trying to move, you weren't there long enough. Filing as above is accurate and much easier to do for your return.
I have a related question. I moved from OH, to KY, back to OH. I lived in KY for 4 months. I worked in OH only, and my employer withheld for both states. Would I also need to file non resident form, but to KY? Does it matter how long I lived in KY?
Thanks!
You will file a non-resident reciprocal return for KY. Your situation is similar to the rest of the thread: you did not live long enough in KY to be a resident of KY. Your time does matter. Had you maintained a residence and lived in KY for 183 days, you would have been considered a statutory resident of KY. But you were only there for four months, and moved in and out within the same calendar year. KY cannot process a move-in/move-out within the same calendar year, so you would normally file a nonresident return for income taxable to KY.
However, if you cannot be considered a KY resident, then the reciprocal agreement with Ohio will allow you to get a full refund of the KY taxes withheld. Of course, keep in mind that all of your income will still be taxable in OH, so it could be a "rob Peter to pay Paul" situation (refund from KY to pay OH balance due).
KY has a specific form (740 NP-R ) for a reciprocal state refund. Rather than paying TurboTax for KY software, you should try filing that form by hand. It looks pretty simple.