Moved States and Company Did Not Update Address - Wrong Income Tax

[jah21]

I moved from CA to MA in August for work, but my company did not change my address until November. I paid CA income taxes for 3 months more than I should have. How do I ensure that TurboTax captures this and I get refunded for the income tax difference of what I should have paid?

[JotikaT2 · Accepted solution]

You may want to contact your employer to see if they can issue a corrected W-2 Form which shows the wages earned while a resident of California versus your residency while in Massachusetts.  This would be the best way to ensure you only pay tax on the income earned while a resident of each applicable state.

If this is not possible, you will have to report the income as reported on your W-2 form to ensure you receive credit for any taxes withheld by each state.

In the "My Info" section of TurboTax, confirm that you have entered the correct state information:

1. Click "Edit" to the right of your name
2. Confirm your input under #2 "Tell us the state(s) you lived in"
3. Confirm the rest of the state-specific questions here as well including the "previous state of residence" and "date you became a resident" of the state noted
4. Do the same for your spouse if you are married filing jointly.
5. Go back to the personal information section, and verify the mailing address and "Other state income" section.

Review your input on your W-2 Wages under the "Income & Expenses" section.

Confirm that you have entered the correct state for each W-2 in Boxes 14-15.

Then prepare your part-year resident return for California.  Be sure to answer the questions carefully.  You should get a refund for the overpayment of taxes to California depending upon how your employer reported it on your W-2 form.

Prepare your part-year resident Massachusetts return last.  Again, be sure to answer each question carefully.