I lived in UT for 1/2 of the yr, none of my self employment was earned in Utah but its still allowing the income to effect my refund for UT. I'm listed as part resident

[joshgroneman]

I am listed as a part resident and have 0 in the fields where its asking how much was made in UT. Its still impacting my return.

[DianeW777]

If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help.  If you would like to do this, here are the instructions:  UT is your part year state - what is the other state?

TurboTax Online:

Open your return -Go to the menu panel on the left side of your return and select Tax Tools. 

1. Then select Tools below Tax Tools. 
2. A window will pop up which says Tools Center.  
3. On this screen, select Share my file with Agent. 
4. You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. 
5. Reply to this thread with your Token number and your state. This will allow us to open a copy of your return without seeing any personal information.  

TurboTax Desktop:

If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps:

1. Click on Online in the top left menu of TurboTax CD/Download for Windows
2. Select 'Send Tax File to Agent'
3. Write down or send an image of your token number and state then place in this issue.
4. We can then review your exact scenario for a solution.
5. Please also tell us any states included in the return. This is necessary for us to view the return.

We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution. 

[joshgroneman]

1291074

I lived in NV with no state tax, then Utah starting 7/1. I have 2 sets of employment my normal job then my wife's business. The business hasn't operated in UT yet.

[DawnC]

Your UT part year return is correct.   You have to look at Form TC-40B to see that the allocations were done correctly in TurboTax.   Only a portion of your wages is in Column A and all other income is in Column B.   Your tax is based off your federal income - then a percentage is applied (UT income divided by total income or Column A divided by Column B) to the full UT tax.  

47.22% of your total income was allocated to Utah - See Line 40 of TC-40B.   So, your UT tax bill is 47.22% of the total UT tax figured on TC-40, Line 25.   

[joshgroneman]

Why is that every time I adjust something for the self employment it lowers my utah refund if I didn't make any of the money in utah? 

[DawnC]

Each state calculates part year income differently.   The state of Utah figures your total UT tax based on ALL of your income - and then a percentage is applied.   The percentage of UT income is calculated by taking your UT sourced income and dividing it by your total income.   Changing either number (UT sourced income or non-UT-sourced income) will change the percentage that is applied.  

After you make a change, view TC-40B - Line 40 to see how the percentage changes.    See Filing in Multiple States - Part-year residents follow each state's rules.  Some states separate the income and tax only their state's income.  Or, a state may tax all of the income as if you were a resident. Then, it allocates the tax based on in-state sources as a percentage of all sources.