Withholding funds in another state

Forum|Forum|5 years ago
March 9, 2021
3 replies
17 views

I lived in Maryland for 4 months with no earned income (just pension) but had withholdings. Now a resident of Florida, how to I get the withholding funds from Maryland?

JotikaT2

Alumni - Expert

Since you resided in Maryland for four months, you need to file your Maryland state return as a part-year resident to get a refund of those state taxes that were withheld.

I recommend you review the following to ensure your returns are calculated correctly.

In the "My Info" section of TurboTax, confirm that you have entered the correct state information:

Click "Edit" to the right of your name
Confirm your input under #2 "Tell us the state(s) you lived in"
Do the same for your spouse if you are married filing jointly.
Go back to the personal information section, and verify the mailing address and "Other state income" section.  Be sure to answer yes to the question asking "Did you make money in any other states?"

This will then allow you to enter your information for the part-year resident Maryland state return.

You will be able to enter your pension distributions in the Federal income section as follows:

Select Income & Expenses
Scroll down to All Income
Select show more to the right of Retirement Plans & Social Security
Select start/revisit to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R)
As you enter your 1099-R information, be sure to fill out the state section. The program will then answer any questions as it relates to that particular 1099-R.
To enter additional 1099-R forms, simply select +Add Another 1099-R

Retirement income

Be sure to enter your state withholdings in this section.

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r222kAuthor

Level 2

Thanks for your response...my concern is that I didn't earn any monies while living in Maryland for the four months. My wife and I have Federal Government Pensions and Social Security. Do I still enter monies under other Income?

ToddL99

Level 13

If you were a resident of Maryland for any part of 2020, all the the income you received during that period of residency is subject to MD state income tax (MD does exempt social security payments from state tax).

File a part-year resident MD and report the income received and taxes withheld while a resident of MD. Depending on your total family income and state tax withheld, you may receive a refund of MD taxes paid.