Maryland 2025 502 part year resident issue with gains/losses

[user17740041729]

I was a part year resident of Maryland.  On the "Additional Info for Part-Year Residents" screen I entered the portion of both my income and my gains/losses (net gain) which did not apply while I was a Maryland resident.  I understand that Maryland initially adds the entire amount of capital gain or loss to income, and then modifies the Maryland income amount through Additions of Subtractions based on part year residency.

The income amount was properly treated as a subtraction from Maryland income.  But the gains were added to Maryland income rather than subtracting from Maryland income, thus effectively double counting that amount as income instead of excluding it. 

This appears to be an error in the program logic.  What is my recourse, having now paid for an inaccurate filing which must be amended?

[ThomasM125]

You can file an amended return to correct the entry as is required. You will see an option for that when you log into your program. You follow the instructions that will have you revisit your Maryland return and enter the gain adjustment again. 

If you suffer any interest or penalties as a result of a calculation error in the program, you can use this link to file an accuracy claim with Intuit. 

[user17740041729]

I was able to file an amended return without any additional Turbotax charge.  Based on the amended calculations, rather than me owing the state of Maryland, they owe me for overpayment.  However, at this point, they have debited my checking account for the amount in the initial filing, which included interest charges.  Although they indicate they have received the amended return, there has not been a corresponding financial transaction based on the amended return.

[user17740041729]

For the benefit of others in the Turbotax community who may experience the same kind of confusion I did, please be advised regarding the usage of the Maryland "Additional Info for Part-Year Residents" screen. (Hopefully, a Turbotax representative will verify my understanding.)  It would be helpful for some additional context-sensitive information to be provided online.

"Non-Maryland Income" should be the total amount of Income received while a resident of another state.  This amount will be excluded (subtracted) from the Maryland taxable income amount.  In addition to income from W-2s, 1099Rs, etc. it should include net capital gains incurred during the non-Maryland time period.  On the other hand, if you had a net capital loss during the non-Maryland time period, that should be entered as part of the "Non-Maryland Losses and Adjustments" amount.