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Level 3
posted Oct 11, 2023 9:27:40 AM

Is it necessary to manually exclude income from a non-resident state return?

On the desktop version, it's asking me whether to exclude my primary business income or not, from my non-resident state return. (The purpose for the non-resident return in my case is a small amount of rental income in that non-resident state.)

On the web version in past years, I was never confronted with this question. 

You can also see more details here: 

https://ttlc.intuit.com/community/taxes/discussion/re-state-taxes-on-non-resi[product key removed]n-whether-to-exclude-business-income/01/3097775

0 4 664
4 Replies
Level 15
Oct 11, 2023 9:58:52 AM

Is there any reason you do not want to make the adjustment? 

 

You should not have to include your primary business income on your non-resident state return if it was not connected with that state.

Level 3
Oct 11, 2023 10:21:36 AM

Hi Tagteam. I'm just afraid to do something wrong, or make a change that's hard to correct! 

In past years, using the hosted/web version of TurboTax, I was never confronted with this choice. So I don't know what's correct, tax wise. 
Should I exclude my other-states work income from this one non-resident return, which includes the follow-on questions of excluding my other-states work deductions, and basically anything related to earnings and my self-employed business in my primary state? 

Level 15
Oct 11, 2023 10:31:03 AM

Your state non-resident return is typically for income sourced to that state, which requires allocating between your resident state and the non-resident state. It does not appear as if you're doing anything wrong.

Level 3
Oct 11, 2023 10:40:08 AM

Thank you!