wi tax payed by mistake

[bob5013]

I payed about 3 or 4 months of WI state tax by mistake. we moved from WI to MN full time in 2019. I thought I had changed my withholding all to MN but missed my pension. So I got a 1099R for WI and turbo tax had me fill a WI return witch shows that I would  owe about 3k in taxes. We are both retired have SS and pensions and IRA income only. Is there some way to get that tax money back without filing a WI return?

[HelenC12]

No, to get the money back you'll have to file a WI nonresident income tax return. On the WI nonresident income tax return, you are asked to enter how much of the 1099-R income should be allocated to WI. You should enter $0. 

Allocation, in this case, means to assign income to the state you were living in when you earned it. We'll either ask you to separate the income you earned or to verify the allocation amounts we already calculated for you.

Allocating your income shouldn’t be too difficult, but it can involve some math. You'll need to determine if the income you're allocating is earned or unearned, as these are handled differently:

• Earned income comes from employment, such as wages, salaries, tips, payment for services, and commissions.
• Unearned income comes from non-employment sources, such as interest, dividends, capital gains, social security, and IRA distributions.

Earned income allocations

Unearned income allocations

[bob5013]

thank you Helen helpful.  I bought a WI tax return from turbo tax but it transfers all my federal income to WI. Is there a special WI nonresident tax return form for this.  I been through the standard form that I bought but have not  benn able to follow your instructions. thanks Bob

Also I did get a 1099r with just the amount of income that was allocated to WI and the state tax payed. I entered it on the federal  form with the rest of the 1099Rs. thanks again

[bob5013]

 

thank you Helen helpful.  I bought a WI tax return from turbo tax but it transfers all my federal income to WI. Is there a special WI nonresident tax return form for this.  I been through the standard form that I bought but have not  benn able to follow your instructions. thanks Bob

Also I did get a 1099r with just the amount of income that was allocated to WI and the state tax payed. I entered it on the federal  form with the rest of the 1099Rs. thanks again

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[#5]

thank you Helen helpful.  I bought a WI tax return from turbo tax but it transfers all my federal income to WI. Is there a special WI nonresident tax return form for this.  I been through the standard form that I bought but have not  benn able to follow your instructions. thanks Bob

Also I did get a 1099r with just the amount of income that was allocated to WI and the state tax payed. I entered it on the federal  form with the rest of the 1099Rs. thanks again

[DaveF1006]

It depends. Form 1NPR is the Wisconsin non-resident form that is generated when you indicate in the Wisconsin interview that you weren't a resident in 2020.

1. Open or log into Turbo Tax
2. Select state in the left panel of your program if using the Online version. If you are using the software, select the state taxes tab at the top of the page. in both cases, pick Wisconsin. 
3. The first question will ask if Wisconsin was your state of residence all year? Say no and then complete the rest of the interview. This will generate Form 1NPR.
4. Complete your Wisconsin non-resident return before completing your resident state return.

[bob5013]

thanks for your help. still have all of my federal income on both MN and WI returns as income. what I did was entered all of my 1099s in the federal form and completed it  then turbo had me do the MN tax form and then do the WI 1NPR form for WI. as I said it listed all of the IRA and Pension distributions as WI income which generated a large tax bill. I'm not sure how to correct this problem. any help is welcome. thanks bob

[bob5013]

PS just a thought I never got a WI interview as stated in your reply