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New Member
posted Jun 4, 2019 9:17:00 PM

We are filing jointly in MA, but one of us is a part year resident of MA -- how do we exclude interest income earned and taxed in New Hampshire?

One of us moved to MA in November of 2015 -- since the interest and dividend income was earned (and taxed) in NH, how do I exclude that amount on our joint return?

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1 Replies
Alumni
Jun 4, 2019 9:17:02 PM

There are two pieces to this.  MA form R/NR is used to determine how to exclude the NH resident from MA income tax. In addition, the MA instructions for Line 34 of the MA NR/PY form explains how to take credit for the interest taxed by NH.