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Level 2
posted Feb 26, 2022 8:00:23 AM

Lived and worked in Texas but moved to MA for last month of year

Hello,

 

I worked in Texas for all but 1 month. 

That one month I lived in Massachussetts (MA). 

I became a resident in MA for that 1 month and I am still a resident today (I relocated for work)

I never lived or worked or had a home in MA until this last month of 2021. Never stepped foot in MA.  

 

I believe that the entire state tax taken from my W2 should be refunded to me.

However, Turbo Tax wants me to split the gross income between TX and MA and I put the small amount of MA income while I was a resident and put 0 for Non Resident which is what it defaulted to and then Turbo Tax says I need to remove the "Schedule RNR" and once I do, the 100% state refund that showed prior to removing the Schedule RNR all goes to 0 and I dont receive any state tax refund.   I dont think this is correct.  I shouldnt pay any state taxes on the MA income since I was not a resident until the last month of 2021. 

 

Is my understanding correct?  I have read other topics and I believe that my understanding is correct but I dont know how to show the refund in Turbo Tax.  

here is another thread on this topic and says I should receive a refund:

How to file state tax if I worked for a company in... (intuit.com)

 

 

Grateful for the help.  

 

0 2 458
2 Replies
Level 15
Feb 26, 2022 8:59:17 AM

Why do you think you don't owe MA money for the one month you lived there?  If you're a part-year resident with an annual Massachusetts gross income of more than $8,000, you must file a Massachusetts tax return.

Who must file a state personal income tax return | Mass.gov

 

Level 2
Feb 26, 2022 9:08:55 AM

Hi, i understand I need to file a return.  My initial wuestion should be edited since I said i should be refunded 100% state but what i meant was only the part while living in Texas.  

 

My question is if i need to pay taxes on the part that I earned while living outside of MA as non resident.  From what i have read, I dont need to pay taxes on that part.  I have to file for a refund since these state taxes were taken out of my check.  Maybe this is not accurate.