Non-Resident State Tax after filling out Resident State Tax

[ric982]

You (forum response) recommends filling out non-resident state form first. What if you filled out the resident state tax first by mistake. What should you do to ensure proper calculations of resident and non-resident state?

[DavidD66 · Accepted solution]

I recommend deleting your resident state, completing the non-resident state, and then adding and completing your resident state.

[ric982]

Deleted by OP.

[TomD8]

Post back if one of the states is California.  California uniquely has "reverse credit" arrangements with a few other states.

[ric982]

So I hope this shows up as a response to the answer. More questions:

I have updated my personal information to show I how taxes in two states. The two states show up under the state returns section. The two states do not have reciprocal tax agreements and California is not one of them.

1) How do I delete the resident state. There is an EDIT button, but I don't see a way to delete.

2) When I do delete the resident state, I assume all my data that I entered for that state will be forgotten and I can re-enter it again later after doing the non resident state and it will factor out the income of the non-resident state.
3) If I delete the resident state, will it allow me to download the non-resident state as my one free of charge state with Deluxe TT?

3) Is it correct that when I then add the resident state as my second state, it will charge me $39.99?

[ric982]

If found the File>Remove State Return control.

So please indicate if the following is the correct procedure to go forward from here:

1) Remove State Return for resident state. This leaves resident state in Turbotax with no forms filled out.
2) Add new state for non-resident state (will have me purchase it from Online store).
3) Fill out non-resident state forms.

4) Fill out resident state forms.

[ric982 · Accepted solution]

Ok. I have talked with INTUIT. They said that the correct order is to fill out the resident state return first. You can add the non-resident state after the fact and it should figure it all out.

So, I will try that. Hope it works and we are done here.