After allocating my wages between the two states, I get the following screen:
You reported the following interest and dividend income on your federal return:
- Interest income zero
- Dividend income $1,500 (note: this is the full dividend amount from the federal return)
We already know about the following Massachusetts adjustments and exclusions:
- Total Massachusetts bank interest zero
- Excludable bank interest zero
- Other interest or dividends to be excluded zero
Do you have any additional interest or dividend income to report or any to exclude?
However, after answering Yes here, I am only asked further questions about other situations that don't apply (e.g. MA Schedule E). I don't ever get the question of what dividends were received while I was an MA resident. As a result, the full $1500 for the year goes onto the MA return as taxable, which isn't correct. Where exactly in the interview can I find the screen that lets me enter that apportionment?
The problem appears to be MA-specific, because Georgia (the other state in my case) does ask for the apportionment between GA and non-GA. However, the non-GA amount doesn't flow back to the MA return in any way; MA continues to show the full amount as the dividends even after completing GA.
(Note: I attempted to submit this question already, but it has disappeared. Forum glitch?)
For anyone else who might be encountering the same problem -- I was able to work around it by entering the non-MA total on the "Other Interest and Dividends to Exclude" screen (which results in an explanation statement being attached to the return).
I do think there is a product issue, in that this entry is missing from the allocation screen where it should be. See the examples below comparing the MA screen to the GA screen.
I have the same problem with not being able to allocate PY-Res dividend income away from MA, was it reported to TT?
I am currently having this exact problem. All interest and dividend income save MA bank interest, is being allocated to MA, despite being a part year resident. Turbo Tax automatically allocated wages and earned income from my W-2, but there is no way to do this manually for the non MA portion of interest and dividend income. This, despite purchasing the plan that allows a CPA to review my return with me. He cannot figure any other option but the aforementioned work around.
The work around is a poor option as it requires a paper return rather than being able to e-file. Part of the reason I pay for Turbo Tax in the first place is not to encounter these issues.
I could not figure out a way to report this issue to Intuit. Had a long call with support with a very helpful rep who understood the problem but did not seem to have a way to report the issue to a product team.
One minor note on the “other exclusions” workaround, I was still able to e-file so I don’t believe the workaround prevents it. Agree though the issue should be resolved at the product level.
I, too, encountered this problem. I agree with the conclusion that this is an unfortunate product issue and a was a real pain to deal with.
That being said, for the benefit of anyone else who comes across this question in the future, I can confirm that this workaround does seem to be an appropriate way to account for unearned income that was received while a resident in another state/country according to MA's instructions for 2018 Form 1-NR/PY. See page 33 of <a rel="nofollow" target="_blank" href="https://www.mass.gov/files/documents/2019/02/25/dor-2018-form-1-nrpy-inst.pdf">https://www.mass.gov/files/documents/2019/02/25/dor-2018-form-1-nrpy-inst.pdf</a> for details.
Same here. Is TT fixing this? Is one way to workaround this to file a Schedule R/NR Resident/Nonresident Worksheet along with the Form 1-NR/PY?
Same here! Why does this problem exist for such a long time?
Having the same issue, please fix this! I have dividends and capital gains that aren't subject to MA tax, yet they carry over and there isn't a good way to exclude them.