Seeking Help with Tax Return Correction in Illinois

[tom_in_wisconsin]

Hi TurboTax Community,

I recently encountered an issue with my tax return, and I'm seeking guidance on how to address it. Here's a brief overview of my situation:

In 2022, I lived and worked in Illinois from January 1st to July 26th. After that, I moved to Wisconsin but continued working remotely for the same Illinois-based company. Due to our work-from-home policy still being in place and an oversight on my part, I did not submit an out-of-state notice to my employer until early 2023.

When filing my taxes using TurboTax, I reported this as a part-year residence with both Illinois and Wisconsin. TurboTax calculated a federal payment of $1,496 and an Illinois refund of $2,857. However, Illinois later sent me a Return Correction Notice. They corrected my return, stating that my W-2 indicated I lived in Illinois for the entire year 2022, possibly because I failed to inform my employer of my move in July. This correction significantly reduced my Illinois refund to $119.

I'm reaching out to the TurboTax community to seek advice on whether there's anything I can do to amend or edit my return to potentially qualify for a larger refund from Illinois. I understand that timely reporting of my move might have prevented this issue, but I'm hoping there's a solution available.

Thank you in advance for any insights or suggestions you can provide!

[Mike9241]

Doesn't the Illinois notice say how to contest those findings?  basically you would need documents  to show Illinois you were a part-year resident.

To prove residency in Illinois, you need to provide at least two proofs of residency¹. Examples of documents that can be used to prove residency include:

• Wisconsin tax return or federal tax transcript
• Wisconsin driver’s license
• Utility or rent bills for Wisconsin 
• Wisconsin auto registration card
• Residential lease in the applicant’s name
• Corrected Wage and tax statements (IRS Form W-2c showing the breakdown between WI and Il wages

[TomD8]

And if you haven't already done so, submit Illinois Form IL-W-5-NR to your Illinois employer.  Here's a link:

https://tax.illinois.gov/content/dam/soi/en/web/tax/forms/withholding/documents/currentyear/il-w-5-n...