NC Part-Year Resident tax miscalculation

[newbanksjr99]

Moved from NC to NY.  NY Part-Year Resident calculates correctly.  NC allows me to enter Not NC Source Income for the income received while living and working in NY.  It also allows for me to enter NC Resident Income for income earned while living in NC.  Taxes appear to be calculated correctly.  BUT, when advancing to file taxes, NC reverts back to all income being NC Resident Income and calculates 100% to NC.  Income was approximately 52% NC and 48% NY.  Why is this occurring?  Is there a glitch in TurboTax NC?

[ZoltanB45]

You mentioned that the taxes appeared to calculate correctly originally. When you are ready to file, does the tax liability or refund change or is it that you are looking at a summary and it appears that the wrong numbers are being used to get the tax liability?

If you go to tax tools, then tools, then view tax summary, the breakdown might not be accurate. You would need to look at the D-400 and see that line 13 is actually a percentage of the federal income and not the entire thing. If it is the correct percentage, then it still is calculating accurately.

[newbanksjr99]

Line 13 reverts back to 1.00. Thus applying NC tax to full wages. 

[AmyC]

Two thoughts. One something is stuck and making it revert or there is a problem. First, some data stuck steps:

1. Go into your return.
2. Go to the point where the information is correct.
3. Log out of your return
   • Try one or more of the following:
     • Don't use Internet Explorer.
     • Clear cache and cookies,
     • Sign in using a different browser.
     • Sign in using a different device.
4. Log back into your return.

Hopefully this will clear the issue and let you through with the correct numbers. If not, Contact Us so someone can see your issue.

[newbanksjr99]

I am using TurboTax installed on my pc, not via internet.  Although I can give it a try.  In the end, I can prepare manual tax forms for NC.  I have already downloaded forms and done this to make sure I wasn't misunderstanding how it should turn out.  It is definitely a glitch in TurboTax.

[SteamTrain]

I'm using Desktop Premier, on a W10 computer.

I tried recreating the issue...Move from NC to TX with a $60K NC W-2 and $45k TX .  Also had some Interest, dividends and cap gains on it.

I did the allocations during the interview such that ~0.56 ended up on line 13 of the D-400.

It kept that 0.56 value all thru the filing steps, but I only went thru all the print-to file steps.

...(If I had tried to start the e-file, I would have had to make a payment for NC...so I wouldn't/couldn't do that)

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One thing you might try....if it's not just an e-file thing for you.

First, (if using a windows computer) make sure you run a software update from up in the top menu

1) then open the file with the problems and do a  Save for the file again, but after that do a "Save-As" to some Test file name.

2)  On the Test file, delete the entire NC form set (go up to the menu bar...in the menu bar "File" dropdown, there is a selection to delete the state...you have to be on one of the Federal sections to do this )

3) then restart the NC State interview again, and re-do the allocations....and go thru the mail-file steps to see if the decimal entry keeps.

But like I said...might only be an e-file problem?

__________________________________

Also, make sure in your final copy, you have zero-d all the Charitable Contribution Carryover $$ on the NC tax return, if you haven't already...or if they aren't already zero's 

(Unless you know you contributed over 60% of your AGI to charity last year....((or 50% of AGI of "items, or 30% of AGI of "Appreciated" stock/bonds/MutFunds/property))