Ohio to Pennsylvania move in July 2020 - Does TurboTax Desktop handle my situation?

[motleekrugh]

I have two general set of questions on whether of not TurboTax Home and Business Desktop can handle everything automatically and what do I need to do for a relocation scenario between OH and PA. 

• I was a resident in Ohio from Jan to end of Jun 2020 and then relocated to PA for rest of year
• I was living in OH in May and Jun but being paid from company in PA. They seemed to handle the reciprocal agreement OK by only taking out OH tax for May and Jun. Once I moved first of July only PA state taxes were taken out for rest of 2020 since I moved there on July first.

I fully understand that I need to submit resident state taxes for both OH (Jan to end of Jun) and PA (first of Jul to Dec). Is there anything else I need to submit for the May to Jun timeframe when I lived in OH and was paid by employer in PA?

The second portion of this question is will TurboTax home and business handle this all automatically or will I need to massage the numbers based on when I earned the income? Will it be smart enough to know about the reciprocal agreement between the states and to handle the taxes associated with the May and Jun timeframe correct (with all the other OH income I earned from my previous OH employer while living in OH)?

Thank you in advance for any and all help.

[ErnieS0]

You may have to submit Form PA-40 W-2S and a W-2, since PA income tax was withheld for May and June by an employer for a resident of a reciprocal compensation agreement state.

TurboTax Home & Business will handle this and your two part-year returns. TurboTax will move your W-2 income to both states according to the state codes on your W-2s (OH and PA). It should as if you don’t need any adjustments there.

If you have other income including bank interest, dividends, stock sales, etc. you will have to split those manually between OH and PA.

[Hal_Al]

Yes TurboTax can handle this, although it's not simple.

I'm not familiar with the PA software, but I think PA will treat the May & June income as OH income, per the reciprocal agreement and there is nothing more to submit.

Ohio does a convoluted tax calculation for non-residents/part year residents. It calculates tax on total income, then it calculates a non resident/part year resident credit, which it subtracts from the tax it calculated on the total income. The credit is calculated as your non-Ohio income divided by Total adjusted Income multiplied by the total tax. TurboTax (TT)   does this by allocating your income as either Ohio or non-Ohio. W-2 income will be allocated by the state name abbreviation shown in box 15 of your W-2. TT will ask you, item by item, in the state section, how much of your other income is Ohio or non-Ohio income. Make sure that your non-Ohio wages show PA (Other state postal abbreviation)  in box 15 of your W-2 screen, with the PA amount in box 16.