You mentioned the short form - if this is related to your non-resident state tax return, see steps below - if not, reach back with additional information.
To ensure accurate calculations, always *complete the nonresident return first if filing in multiple states because your resident state might give you a credit for any taxes paid in that situation.
Also:
- Select the long form (if the option is available) even if TurboTax defaults to the short form.
- Only report the income attributable to the nonresident state.
- If preparing a nonresident return solely to recover erroneous tax withholdings, enter 0 on the screen that asks for the amount of income earned in that state. This will eliminate your tax liability for that state, resulting in a full refund.
- If you live in a reciprocal state, consider submitting an exemption form to your employer so you don't have to file a nonresident return next year.
* If you didn't complete the non-resident state return first, here's what you can do:
- Delete Both States: Click on the trash can icon to delete both the resident and non-resident state returns.
- Add Non-Resident State First: Go back and add the non-resident state first by clicking on the drop-down menu and completing the necessary information.
- Add Resident State: After completing the non-resident state return, click on the drop-down menu again to add the resident state and complete the return.
