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mikey3607
New Member

Moved from SC to FL (no income tax) mid-2017. I have one W2 for SC, one for FL. When I enter FL W2, the SC refund decreases. Why is this, when income was not in SC?

 
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1 Reply
Coleen3
Intuit Alumni

Moved from SC to FL (no income tax) mid-2017. I have one W2 for SC, one for FL. When I enter FL W2, the SC refund decreases. Why is this, when income was not in SC?

You need to indicate that SC is a part year return and that FL income should be separated out from it. You do not have to do a return for FL, as there is no state income tax.

If you were a resident of 2 different states during the tax year (for example, if you moved from one state to another), you'll normally file part-year returns in both states, assuming each state collects income tax and you had income in each state.

TurboTax handles part-year returns, but you need to make sure you've set up your personal information correctly to trigger the part-year state interviews:

  1. With your return open, select Personal Info.
  2. Click Edit next to your name.
  3. Select your resident state from the State of Residence drop-down.
  4. Answer Yes at the line below (that you lived in another state during 2017).
  5. Select your former state from the Previous state of residence drop-down.
  1. Enter the date you became a resident of your new state. This can be the date you arrived in that state.
  2. Select Continue to return to the Your Personal Info Summary screen.
  1. Repeat Steps 3-5 for your spouse, if needed.

After you finish your federal return, you'll automatically move to State Taxes, where you'll see your part-year states listed. We suggest you prepare the return for the state you currently live in, followed by your former state. 

Important: If you also see a nonresident state return on the State Taxes tab, complete that return before you work on your part-year return(s) to ensure your tax credits are calculated correctly.

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