Moved from Fl to CT on July, first time doing state taxes, filing jointly

[mike260193]

On the section "Income Allocation Part-year resident" 

Part-year residents must allocate federal income and adjustments for their time of residence in Connecticut and for income from Connecticut sources while not a Connecticut resident. If an entry does not pertain to Connecticut, you must enter 0.

1) It shows my full earned wages on the left, and a box on the right,  here I guess I should enter the wages earned only in CT.?

2) Then it asks for my "Non-resident wages allocation"
Here it shows on non-resident total the amount earned while not in CT, on the right a box where I should put CT total?? I am guessing this is "0" since from that money I earned while being a FL resident.

3) And my last question comes when they ask about "Taxable Social security benefit allocation"

It shows Federal total 0, and a box on the right for CT total that I should put an amount, here again I'm not sure if I should put 0.

[KathrynG3]

Answer the question with the amount of money earned July 4 - December 31, 2019.

Connecticut Form 1040NRPY begins with Federal Adjusted Gross Income, which would include all wages for the year. See Taxing Jurisdictions beginning at the bottom of page 27. The necessary worksheet is supported in TurboTax. While you will not be able to get a credit for tax in Florida, since no tax was paid, Line 55 is key.

Line 55 Non-Connecticut Income is important to effectively remove the earnings made in Florida, January 1 - July 3 from Connecticut taxation.

[mike260193]

I just realized that my message was shrunk. Here is my full question.

On the section "Income Allocation Part-year resident" 

Part-year residents must allocate federal income and adjustments for their time of residence in Connecticut and for income from Connecticut sources while not a Connecticut resident. If an entry does not pertain to Connecticut, you must enter 0.

It shows my full earned wages on the left and a box on the right where I enter the wages earned only in CT.

Then it asks for my "Non-resident wages allocation"
Here it shows on non-resident total the amount earned while not in CT, on the right a box where I should put CT total?? I am guessing this is "0" since from that money I earned while being a FL resident.

And my last question comes when they ask about "Taxable Social security benefit allocation"

It shows Federal total 0, and a box on the right for CT total that I should put an amout, here again I'm not sure if I should put 0.

[MaryK4]

The nonresident Connecticut wages allocation should be the same as in the box on the left- the amount that you did earn in Connecticut.  For the taxable social security benefits- you will want to check the amount on Line 5b of the federal 1040 and if you received the social security all year, prorate the amount based on the number of days you were a Connecticut resident.

[mike260193]

Thanks for your reply, I do not receive social security benefits since I'm 27, so that section I'm guessing should be 0.

I dont understand why you say that the wages allocation should be the same it asks for:

"Enter the portion of your nonresident W-2 income that is from a source within Connecticut" but none of my income from FL belongs to CT @MaryK4 

[jhavuma]

Hello, any update to this? I have the same question. I am also guessing that the answer is 0 since all money earned outside of Connecticut was not from a Connecticut source.

[DaveF1006]

It doesn't need to be Connecticut sourced income to be taxed by Connecticut. You will need to pay tax on income earned during the time you lived in Connecticut unless you didn't work at all during the time you lived in Connecticut, then none of the wages would be allocable  to Ct.

Now to discuss Mike's issue above, if you have a taxable amount of social security, you will need to allocate that plus any adjustments.  Normally a great way to allocate is to determine how many days you lived in Connecticut and determine a ratio.  For an example, if you lived a Connecticut for 150 days, the ratio would be (150/365)(the taxable SS amount). Same with adjustments.  Also if you worked for the same employer in both states, you would apply that same ratio.  If it is different employers for each state, you will just report what income you earned in Connecticut while living there.

i hope this offers some guideline on how you would allocate income and other allocations the program is asking you to determine.  The ratio example is merely a guideline.