In 2019, I worked two jobs, one in NY (where they take out state and federal taxes) and then the rest of the year I moved to FL (they do not take out state taxes) for a different job. I’m not sure where to start when filing my taxes for the previous year since I had two jobs in two different states.
In the beginning, under Personal Info, you will be asked if you lived in two different states. You will answer yes and indicate NY and FL.
Once done with your Federal return, you will need to do a NY part year return. You will only include the income earned in NY during the dates you lived there. You will not need to file a FL return, as we have no state income tax.
I was a Wisconsin resident until May 31st. June 1st I became a South Dakota resident. I will have earned my retirement money as a South Dakota resident. I entered my w-2's for working in Wisconsin. I then entered my 1099-R and it changed my state refund to owing money. I did enter that I was a multiple state resident up front. How do I get it to recognize that the retirement income was earned in SD which is a 0% income tax state.
If your plan is a qualified plan (you will have to contact the administrator of the plan to ask if the plan is qualified or not - they will know what this means), then your Wisconsin pension is NOT taxable by Wisconsin while you are a non-resident.
But, if the plan is a nonqualified deferred compensation plan, then it depends.
- If received while the individual is a Wisconsin resident, the distribution is taxable to Wisconsin.
- If received while the individual is not a resident of Wisconsin, the distribution is taxable to Wisconsin if the payment is attributable to services performed in Wisconsin.
You can read more about this starting on page 20 in Wisconsin Pub 122.
If you have determined after reading the instruction at the link above that your pension in nontaxable in Wisconsin, then do the following:
How to exclude non-taxable pension income in Wisconsin:
- Open your return in TurboTax
- Go to your Wisconsin interview (add the state if necessary)
- Proceed through the interview, answering the questions
- When you come to the screen with the heading "Here's the income that Wisconsin handles differently", stop
- Look down to the subheading "MISC" to "WI Nontaxable income"
- Click on Start
- On the next screen, enter "pension income nontaxable in Wisconsin" and the amount of the pension you received while you were a resident of Wisconsin
- Continue with the Wisconsin interview, the pension income will be removed from your WI state income
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