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New Member
posted Mar 10, 2024 7:56:38 AM

PA State Tax

Despite my listing in my info sheets that I was a part time resident in PA, turbo tax calculated my taxes as if I was a full year resident. I didn't catch it and filed. How do I get this corrected?

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6 Replies
Level 15
Mar 10, 2024 8:14:24 AM

You need to clarify what you mean by "part time resident".  In tax terminology there is no "part-time resident" category.

 

A part-year resident is a taxpayer who literally moves from one state to another during the tax year.  Someone who leaves home temporarily, for example to attend school in another state, generally still remains a resident of their home state for tax purposes.

New Member
Mar 10, 2024 8:52:05 AM

I moved my principal residence from Ohio to PA mid year.

Appreciate your assistance.

New Member
Mar 10, 2024 8:52:51 AM

I moved my principal residence from Ohio to PA mid year.

I appreciate your assistance.

Level 15
Mar 10, 2024 9:41:01 AM

If you follow the step-by-step instructions in this TurboTax help article then your returns should be OK:

How do I file a part-year state return? (intuit.com)

 

Post back if they're not.

New Member
Mar 10, 2024 10:05:02 AM

Thanks. The issue is I didn't catch the fact that despite my filling out my personal info correctly, including move dates, Turbo Tax calculated the return for the full year and I filed the incorrect return. How do I correct the error?

Expert Alumni
Mar 10, 2024 10:50:44 AM

You can file an amended return.

 

If you amend your federal return, the changes will automatically be transferred to your state tax return.  

If you need to amend your state tax return only, select your product below and follow the instructions.

TurboTax Online

TurboTax Desktop

Processing times for amended state returns vary from state to state. If it's been more than 12 weeks since you filed your amended state return and you haven't heard anything, we suggest you contact your state tax agency.

 

@millerto