How does Turbo tax handle the state taxes when I live in NY all 2022 and I got married in mid year and my wife in NJ moved in with me in NY. She worked in NJ, but changed job right after we got married and now works in NY.
I understand that we have to file separately for state taxes because I'm full-year resident for NY and my wife Part-Year resident.
How do Turbo Tax handle this? It doesn't indicate that it needs to be separately.
Thanks
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You will be able to make the adjustments in the state section of TurboTax. Look for the screen below (the first one is New York and the second is New Jersey)- you will want to indicate that you want to change the residency. They are both close to the beginning of the state returns. Follow the questions carefully, and keep in mind in general the first name on the tax return is usually the "you" in the questions. It will go through the residency and dates, and where you earned the income.
Thanks for your response. The issue is that once I do the federal tax Jointly, it won't let me do the State taxes separately. I found an article ¨How do I prepare a joint federal return and separate state returns?¨.
This is probable the only way to do it.
You have to prepare a seperate federal tax return to do the state filing as married-separate. If you are working online with TurboTax, you will have to set up a new account and enter just one spouse's information in the federal section and then do the state return filing as married-separate. You can e-file the state return but don't file the federal return as you have already done that in the other program where you filed married-joint.
If you use the desktop version of TurboTax, you can prepare and file multiple returns using the same program.
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