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Level 3
posted Mar 7, 2020 3:40:44 PM

can local tax be included in the credit in MA state return?

Massachusetts allows me to claim a credit for the taxes paid to the other state such as Pennsylvania on my MA resident return. I also paid local tax to PA via w2 withhold. Can this local credit be included in the credit in MA state return? 

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1 Best answer
Expert Alumni
Mar 10, 2020 3:37:05 PM

No. You are correct. Massachusetts differs from federal deductions, which would allow all state and local tax as an itemized deduction.

Please see page 14 of 2019 Form 1 Instructions of Massachusetts for confirmation.

3 Replies
Expert Alumni
Mar 7, 2020 3:55:19 PM

UPDATE: Thanks @KathrynG3 for the research.

The local and city taxes cannot be used as a credit for Massachusetts.

[ Edited 3/10/2020 | 4:54pm PST ] 

 

 

Level 3
Mar 10, 2020 3:18:48 PM

hmm, I happen to see below article, it says this credit is not allowed for "Any city or local tax". Did I read it wrong?

https://www.mass.gov/service-details/learn-about-the-income-tax-paid-to-another-jurisdiction-credit

Expert Alumni
Mar 10, 2020 3:37:05 PM

No. You are correct. Massachusetts differs from federal deductions, which would allow all state and local tax as an itemized deduction.

Please see page 14 of 2019 Form 1 Instructions of Massachusetts for confirmation.