Nonresident and part-year resident in one state?

[jimmy197]

I moved from Missouri to Kansas on August. I didn't have any income when i reside in Missouri. However, i worked for a  company which located in Missouri after i moved to Kansas. I'm wondering if i have to prepare both part-year resident (Jan - Aug) and nonresident (Aug - Dec) for Missouri, and part-year resident for Kansas from Aug to Dec? How to do it by turbotax?

[xmasbaby0]

If you had NO income when you lived in MO you should not have any income tax to file or pay in MO.  The fact that you lived in KS and had an employer located in MO does not mean you have to pay MO tax.  Did the employer withhold state tax for KS?  You should only need to file a KS tax return.  

[xmasbaby0]

The thing that is unclear from your post is --- after you moved to KS--where did you WORK?  Were you living and working in KS?  Or living in KS and working in MO?  That would change things.

[SteamTrain]

Edit:  My  Q removed......same question is being clarified.

[jimmy197]

I don't have any job and income when i reside in Missouri. I got Missouri job after i moved to KS. I'm living in KS, but working in Missouri now.

[jimmy197]

Although i'm living in KS now, I actually commute to MO to work in MO everyday.

[xmasbaby0]

Good thing we asked ---- that changes things.   You have to file a non-resident state return for MO --you do that first --- then a resident state return for KS.

[xmasbaby0]

@SteamTrain No need to remove your question!  You must have been typing yours at just about the same time the little light bulb went off in my brain that made me realize we needed to ask that!  Both of us asked at exactly the same time.  

[jimmy197]

Since i moved from MO to KS on August, i saw others said i should prepare part year resident for both state. I'm confused if i need to file nonresident and part year resident for Missouri, and part year resident for KS? It means two tax returns for MO and one for KS?

[Hal_Al]

Reply Deleted

[SteamTrain]

Yeah...always an annoying detail/deviation from the general norms.

MO is one of a couple states where part-year residents either file as full-year non residents, or as full-year residents (but taking a credit for taxes paid to the other state).  In your situation, I'm pretty sure you would file the full-year non-resident MO forms since you didn't physically work in KS at all....TTX should give you the choice when the final state forms come out in late Jan or Feb....(but I can't know the details of your income situation).   

Then KS would be part-year resident.  (Apparently that is a KS Resident form, but Part B of a Schedule S is included for part-year residents to delineate what sub-part of total year's income was earned while a KS resident) .  Then you'd also take a credit for the taxes you had to pay to MO for that job in MO after you moved to KS.  Luckily, you didn't work in MO before the move.   

Don't plan on filing state taxes before March, you may have to work/re-work the KS Schedule S a couple times, especially if you had ANY income of any type in MO before you moved to KS.   Part-year resident tax returns can be confusing, and unfortunately, I don't think we've had any folks really experienced in KS or MO taxes in this forum.   i.e., we only know what we (other users)  read on the MO and KS tax websites.

[Critter-3]

Sometimes the wisest choice  is to seek local professional assistance when you have complicated state returns that need to be done so you don't kill yourself trying to understand the nuances of the issues and can rest easy.

[jimmy197]

Thanks for your answer! So i should prepare nonresident for MO, and part year resident for KS. Will TTX free version automatically calculate my state tax for me under this situation? Is my wage income regarded as both MO source income and KS source income? Since i earned MO wage when i reside in KS.

[SteamTrain]

1) Yes...pretty sure it's MO non-resident and KS Part-year resident.

2)   Free version would do it..yes...but only if your income situation allows you to use the Free version.  Has nothing to do with working in two states, but depends more on the types of income you had. Simple W-2 income and interest and dividends, probably OK....but any scrap of stock/mutual fund/investment sales, any self-employment income, a home sale, rental income...perhaps some college student situations may force you into the higher versions.

3)  ALL income of any type after you moved to KS is considered KS income and will be part of the tax KS calculates for it's part-year tax return, even the MO wages after you moved to KS.   As long as you do end up using the MO non-resident forms, the MO job wages are MO non-resident income, and for your situation, any interest/dividends and any other income ( maybe1099-R distributions? ) you received while living in MO, before you moved to KS, will need to be included as MO income too when you eventually get to do the MO income allocations on the MO non-resident tax return.

[Critter-3]

If you qualify  AND   if you wait until mid January  THEN you can use one of  the IRS FREE FILE options to file a fed & state return for free ... but you must be patient.    https://www.irs.gov/filing/free-file-do-your-federal-taxes-for-free

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