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.
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.
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.
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.??
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.