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.
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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.
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:
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