I moved from Missouri to Illinois in August but I worked in Missouri for the entire year. So my Missouri taxable income is my total income, but only a portion of my income is taxable by Illinois.
When I try to file, I get the following errors:
1. Return cannot be e-filed when the sum of Illinois wages plus out of state wages on all W-2s does not equal total wages reported on IL-Schedule CR.
2. Part-Year Returns with Credit for Tax Paid to Other States (Schedule CR) are ineligible for electronic filing.
I believe I entered the numbers correctly, and they should NOT sum to the total as the first error is suggesting. Does this mean I have to file by mail for IL?
Yes, you will have to file by mail. The message does not say you did anything wrong, it just means because of the complexity of your return it will have to be filed by mail.
My W2 only has my Federal and Missouri wages on it. Do I need to provide anything from my employer that shows I made XX dollars after moving to Illinois?
@ThomasM125 It says, "If you adjusted Illinois wages due to an incorrect W-2, also attach a letter from your employer stating the correct amount and number of work days performed in each state."
Since I moved August 1st, I used the amount of money I made after that date for my Illinois forms (I even included my total bonus, which I feel like should be pro-rated but not sure). But only Federal and Missouri is on my W-2. Does my employer need to provide the amount I made after August 1st to confirm?
No, your pay stubs will show you what you earned in Illinois (IL) vs what you earned in Missouri (MO) based on your move date.
You will file a part year resident return in each state and include only the wages for the residency period in each state. The easiest way to do this is to separate the wages in the federal W-2 entry. Add another state line and then put the appropriate wages in each state line. If you need a State ID you can use the federal EIN without the dashes.
MO Part-Year Resident - An individual domiciled elsewhere prior to moving to Missouri or establishes domicile elsewhere after moving from Missouri. A part-year resident is treated as a nonresident but may determine his tax as if a resident for the entire year.
As a part-year resident, you may take either the Missouri resident credit (MO-CR) or the Missouri income percentage (MO-NRI), whichever is to your benefit. On a joint return, one spouse may take the Missouri income percentage and the other the Missouri resident credit. However, one individual cannot claim both!
This link will provide more details to help you decide how you would like to file for MO.
Illinois (IL) Part year filing requirements:
[Edited: 03/24/2022 | 5:04a PST]
@DianeW777 This is for Illinois not New Jersey. I also worked in Missouri for the entire year, so all my wages are taxable by Missouri despite the partial residency, which is what complicates the issue as my MO taxable income + IL taxable income sum to more than my total income, which is why I cannot e-file.
Will they have my paystubs or do I need to mail those? Sorry if that is a stupid question...