381957
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Attend our Ask the Experts event about Tax Law Changes - One Big Beautiful Bill on Aug 6! >> RSVP NOW!
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

wirth0616
New Member

I moved to Florida last year and work remotely for the same employer. I was taxed for Wisconsin on my W-2 for the whole year. How do I get reimbursed for 6 months?

I couldn't figure out how to enter the information in the software.  I really don't want to screw this up, because it ends up being quite a lot of money I'm owed back from Wisconsin.

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions
TomD8
Level 15

I moved to Florida last year and work remotely for the same employer. I was taxed for Wisconsin on my W-2 for the whole year. How do I get reimbursed for 6 months?

Enter your W-2 exactly as is.  Then complete a part-year resident WI tax return, and for your WI income enter only the portion of your income that you earned before you became a Florida resident.  You became a FL resident for tax purposes on the day you moved into your new permanent home in Florida.  WI will refund the excess withholding to you.

If you haven't done so already, advise your payroll department that you are no longer subject to WI withholding.

**Answers are correct to the best of my ability but do not constitute tax or legal advice.

View solution in original post

3 Replies
TomD8
Level 15

I moved to Florida last year and work remotely for the same employer. I was taxed for Wisconsin on my W-2 for the whole year. How do I get reimbursed for 6 months?

Enter your W-2 exactly as is.  Then complete a part-year resident WI tax return, and for your WI income enter only the portion of your income that you earned before you became a Florida resident.  You became a FL resident for tax purposes on the day you moved into your new permanent home in Florida.  WI will refund the excess withholding to you.

If you haven't done so already, advise your payroll department that you are no longer subject to WI withholding.

**Answers are correct to the best of my ability but do not constitute tax or legal advice.
wirth0616
New Member

I moved to Florida last year and work remotely for the same employer. I was taxed for Wisconsin on my W-2 for the whole year. How do I get reimbursed for 6 months?

TomD8, thanks.  I've already informed my company and they've fixed it for all new checks.  So can I do all of this in a single instance of a tax return in Turbotax, or will it be 2 different instances?  Also, would it be beneficial for my wife and I to file separately with this new complication?
TomD8
Level 15

I moved to Florida last year and work remotely for the same employer. I was taxed for Wisconsin on my W-2 for the whole year. How do I get reimbursed for 6 months?

You can do all this by filing single part-year resident WI tax return.  Enter FL as your state of residence in the Personal Info section of TT, say yes that you lived in another state in 2018, and enter WI as the other state.  Then allot your income as I described.   TT will generate a part-year WI tax return.  If your wife had WI-source income in 2018, in most cases filing the WI as a joint return would be preferable.
**Answers are correct to the best of my ability but do not constitute tax or legal advice.

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question