Massachusetts Non-Resident/Part Year Resident - Unable to Apportion Income by Working Days?

[6hundred6]

Hoping to get some guidance on this.  In December 2022, I signed a lease on a new apartment and moved from NH to MA.  I work for a MA employer remotely 4 days a week and 1 day a week in person in MA.  Last year, filing MA non-resident taxes while living in NH, I was able to apportion by working days so I was only taxed the days I was physically working in MA (being mindful of the special pandemic rules in place for part of the tax year).  Now that I'm living in MA, I believe I should be filing Form 1-NR/PY and Schedule R/NR since I was living in MA for December 2022 but living in NH for the rest of the year.  However Turbotax is not providing me with the option to apportion my income by working days for the 11 months of 2022 I was living in NH.  Because of this, a refund of several thousand dollars instead becomes tax owed to MA.  Am I missing something?

[Anonymous_]

Contact Support. How do I contact TurboTax? (intuit.com)

[SundayInSalem · Accepted solution]

You may have missed some screens. Check your entries.

In Personal Info, did you tell TurboTax that you lived in another state in 2022?

In State Taxes, you should see part-year resident returns for Massachusetts and New Hampshire if you told TurboTax that you lived in more than one state.

In Massachusetts, on the Massachusetts Residency screen, says YES to Did you earn income from a Massachusetts source of employer during the time you did not live in Massachusetts?  because you physically worked in MA for one day per week while living in NH.

On Confirm Your Massachusetts Residency, you should see Massachusetts Nonresident & Part-Year Tax Return. If not, tap Change Residency.

On Non-Massachusetts Portion of Deductions, you will have to manually figure out the portion of your Social Security and Medicare withholding on the NH portion of your wages (6.2% + 1.45%).

After the screen Complete Schedule R/NR, you will see Income Adjustments. This is towards the end of the Massachusetts section. Split your total income between Massachusetts Income While a Resident (1 month) and Massachusetts Income While Nonresident (1 day a week for 11 months while living in NH).