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Credit for income taxed by CT and MA filing part time resident

 I am trying to finish getting MA State tax credit for taxes paid to CT on income, while I was a part year resident in CT.  In the interview for the MA state credit there were 2 screens asking for the shared income amount that CT taxed while I was living in MA, and the tax on that amount I paid to CT.  I figured these two and inputted the info on the first screen. On the second screen it asked for total income I was taxed on in CT and the corresponding taxes due to CT on that amount. Again I got those two numbers off my CT 1040, and inputted them. Upon final review by the turbo tax software, they wanted me to change/correct the income figure on the MA Schedule OJC worksheet.  Line 1 requested the total 5.05% income included in form 1-NR/PY , line 12 while a part year resident that is taxed by other jurisdiction. If I use the figure off line 12 (which is total 5.05% income from MA) and input it on the worksheet I get an errorneus bottom line tax liability on the MA 1040, showing I am getting a $320 refund from MA. If I input on Line 1 of the worksheet what the system is requesting I do (which is the total income number from CT sources) I get a tax liability of $580 owed to MA.  This seems to be reasonable on total income while I resided in MA, over $20K.

Is it possible the figures entered into the credit screens on the MA interview are incorrect?? From your previous responses, this is what I used. I need specific guidance of what figures to use, and where to place them.  PLEASE HELP so I can finish this amended return.

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5 Replies
MarilynG1
Expert Alumni

Credit for income taxed by CT and MA filing part time resident

If your income is reported for Connecticut and Massachusetts correctly on W-2's, TurboTax should automatically allocate the income earned and tax paid for each state on your two Part-Year Resident returns. 

 

Click this link for info on How to file a Part-Year Resident Return

 

Since we can't see your return in this forum, click here for info on How to Get a Live Review if you need more help with your return. 

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Credit for income taxed by CT and MA filing part time resident

There was one month where I lived in MA , but still worked in CT.  I had to manually input these figures on the interview screens under getting a credit from MA, since I paid state income tax to CT on that month's income. I tried a "live interview" but the representative that I last spoke with, had NO idea what I was asking or how to resolve my issue, even with the return right in front of her.  She wanted to turn my call over to a CPA for an additional charge! (had a previous call with a turbotax CPA and there was no charge).  Between the turbotax program and 2 state filings, along with e-files, I spent $200.  Cheaper to have taxes done by a live person. I am just asking for some simple help, on explaining the MA Schedule OJC form.

MarilynG1
Expert Alumni

Credit for income taxed by CT and MA filing part time resident

Here's some info from the Massachusetts Dept. of Revenue to help you.

 

 

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Credit for income taxed by CT and MA filing part time resident

Thanks, but I had that info from a previous turbo rep.  Are you familiar , or is someone, who can help me inputting figures into the MA Schedule OJC form.??

MarilynG1
Expert Alumni

Credit for income taxed by CT and MA filing part time resident

You would need Live Help and someone who can see your return.

 

We don't have a 'Massachusetts specialist' in this forum, unfortunately. 

 

Consider the possibility that the amounts that TurboTax calculated are correct.  

 

You could Delete your States and Re-Enter them.

 

 

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