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cfay
Level 1

part-year residents

My husband & I were part-year residents of GA until 8/31/20 when we moved to NC. He went in the hospital the day we moved and died almost five weeks later. I have done the federal taxes, but having a problem with the GA taxes (first state). TT tells me I have unallocated adjustments that I have to define - that adjustment is the total of the taxable social security and the portion of our pensions that had taxes withheld by GA while we were living in NC. 

How do I breakdown the taxable portion of social security and the mis-taxed pension amounts? I've tried a few different ways and can get through the GA return, but the NC return says it does not match up. SO.. how to I determine the accurate pro-rata portions of those amounts and where exactly do I enter them on Schedule 1?

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1 Reply
MaryK4
Expert Alumni

part-year residents

You will want to use a percentage (8/12) 66% of the total social security and pension to Georgia and 34% to North Carolina.  This represents the amount of income reported to each state.  TurboTax will add them to the Schedule 1 based on your entries.  

 

The Source Tax Law (4 U.S.C. § 114 (a)) says "[n]o State may impose an income tax on any retirement income of an individual who is not a resident or domiciliary of such State (as determined under the laws of such State)."

 

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