Taxes taken out from a state I never lived in for 2023.

[dallasjh89]

Hello,

I have lived and worked all of 2023 in North Carolina. Employer messed up and had one pay period taxed to Georgia and cannot get a corrected

W-2. I’m guessing I will need to do a nonresident state return for GA?

Also do I enter my W-2 exactly how it is? (even though it is wrong) Or do I not add GA? Or do I add GA and put 0 for state wages and 0 for state taxes?

 Also under My Info I only put NC for my only residence which is true.

Thanks,

[DianeW777 · Accepted solution]

On your W-2 entry, enter the Georgia (GA) withholding with zero wages.  You have your proof that you did not work in that state so there is no concern if this doesn't match your W-2.

Be sure to enter all wages in the state line for North Carolina (NC) because all wages are taxed to your resident state. You should have two state lines in your W-2.

Georgia should be marked as a nonresident and zero income, if there is other than wages you may have to make adjustments as you go through the GA return,  You should see a full refund from GA and a possible balance due in NC or a reduced refund for the wages not taxed to your resident state.

[dallasjh89]

Not sure what to put here. None apply to me. I only lived in NC and didn’t make any money there.

Thanks 

[AbrahamT]

Here's what you do,

Check this box off.

On the next screen it will ask you if you are a first time filer, you will hit "yes"

Then on the next screen

Other subtractions that decrease Georgia income

You will enter in the Description "Wages" and the amount that you were taxed for North Carolina only.

Then when you go into forms view, in the Ga nonresident return in Sch 3, under the Ga income section, your

total income from Ga. will zero out.

Which would carryover from the "Other Subtraction Statement" under the description "Other" Wages then the amount alongside it.

This would seamlessly flow to line 16 page 3 as zero taxes owed which would carry to line 23 pg. 4 as the amount of taxes withheld which would carry down to line 45 and the amount of taxes due you as a refund. 

[Edited 02/04/2024|10:24 am PST]

[dallasjh89]

Sorry I messed my last reply up. 
I meant to say that I didn’t make money nor live in GA in 2023. Only in NC.

I’m not sure what to do here on this screen… if I click yes it just finishes up the “genera info” section for my nonresident state of GA. 

thanks!

[AbrahamT]

Just to clarify, I am not sure what you mean when you say " Sorry I messed my last reply up." As per Abraham T, the question is asking about last year 2022 and you would just check it off "I made money in Ga. last year but I never lived there." and

then

On the next screen it will ask you if you are a first time filer, you will hit "yes"

Then on the next screen

Other subtractions that decrease Georgia income

You will enter in the Description "Wages" and the amount that you were taxed for North Carolina only.

Then when you go into forms view, in the Ga nonresident return in Sch 3, under the Ga income section, your

total income from Ga. will zero out.

Which would carryover from the "Other Subtraction Statement" under the description "Other" Wages then the amount alongside it.

This would seamlessly flow to line 16 page 3 as zero taxes owed which would carry to line 23 pg. 4 as the amount of taxes withheld which would carry down to line 45 and the amount of taxes due you as a refund. 

[dallasjh89]

I put  " Sorry I messed my last reply up." because i said that i lived in NC all of 2023 and didn't make any money. I meant to say that i lived in NC all of 2023 and didn't make any money in GA. There was one pay period in 2023 where they took out taxes for GA but didn't earn any income there, only NC.

Also there isn't a screen that asks if i'm a first time filer after the screen that states, "I made money in Ga. last year but I never lived there."

Just to clarify... So far under the personal information section i have that i was only a resident of NC (which i was) and under W-2 section i have NC and GA. I put all wages under NC and 0 for GA on both boxes 16 and 17. Is that correct?

Thank you!

[RobertB4444]

That is correct.  Then you are going to do the Georgia non-resident return.  That return should show a refund for the with holding that they took out for Georgia.

Then you'll do your resident return for North Carolina.  As @DianeW777 says above your North Carolina taxes may be a little different because some of the money that was supposed to go to North Carolina went to Georgia.  

Either way, you're on the right track.

@dallasjh89 

[dallasjh89]

Follow up question...

Under the INFO section do i add Georgia along with my resident state of NC? Also, do input my W-2 exactly how it reads in regards to taxes taken out for NC and GA? I have heard several different ways of doing this.

Turbotax says to add GA under the info section but others say not to. 

I've heard to enter my W-2 exactly how it reads, even the incorrect taxes taken out of GA but then just allocate $0 to that state once i get to the state taxes section.

Currently i do not have GA listed as another state of income in the INFO section. I also currently have GA listed on the W-2 section but have put $0 for wages and added it to the NC wages box. I kept the $104 of GA taxes filled out and didn't change that.

Thanks for all your help,

Dallas

[DianeW777]

Yes, the W-2 entry you have completed is correct.

In the Personal Info section you would not select that you lived in another state because you did not.  You can still add both states to your return in the State Taxes section.  The key will be to make sure you have the correct residency for each state and it should be automated by TurboTax because of your response in the Personal Info section.

@dallasjh89