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Level 1
posted Mar 29, 2020 7:34:38 PM

moved from TX to RI... RI partial-year resident with W-2 income in CT and MA

In May 2019, I moved from TX (no income tax) to RI to start a job in CT. My wife started working in MA. We both have W-2s from TX, CT, & MA. Now we commute from RI to MA and CT. For CT & MA non-resident returns, it wants AGI from 1040 (line 8b).  Since I moved from TX, can I subtract out the AGI from our TX W-2s? Are we allowed to make a part-year AGI adjustment for CT & MA non-resident returns?

 

Without an AGI adjustment my RI1040NR-MU says I can only take a small fraction of the tax credit in CT and MA for RI part-year resident income tax because of our TX incomes. That doesn't sound right to me.

0 3 870
3 Replies
Expert Alumni
Mar 29, 2020 8:30:34 PM

No, you cannot subtract out the Texas income from the AGI.

 

Massachusetts, Rhode Island, and Connecticut have progressive tax systems, which means the higher the taxable income, the higher the tax rate.  They all use the Federal AGI to determine the tax rate then apply that rate to the state-source income.  

Level 1
Mar 30, 2020 10:08:08 AM

Thanks for the info. I file married joint return. Would filing separate returns help?

Expert Alumni
Mar 30, 2020 11:36:24 AM

Be sure all of your states are Non-resident or Part year resident.  You will then allocate the total income between the two states you lived in.  That would be TX and RI.  Now, from RI, you also worked in MA and CT.

  1. TX will have no return and that income only has to be reported on you Federal.
  2. Post MA & CT next so you know what tax you paid in each of them.
  3. Finally post RI.  This will include all non TX income.
  4. Be sure you got credit in RI for taxes paid in MA & CT