Mid Year Move MA to FL

KimSR · ‎November 16, 2022

We moved from MA to FL full time in August 2022. Previous years we were part time in FL (4-5 months).

We're both retired so the only taxes for MA state being withheld were for our annuities.

I'm assuming we need to file states in MA to get the refund on what the annuities payed out to the state even though we actually will have been in FL for 7 months total this year?

We didn't change them over in January as we didn't decide to move out of MA until July and completed the move in August.

Is there anything special we need to do in TurboTax this year on this or will it guide us through?

Thank you!

HollyP · ‎November 16, 2022

You will need to file a part-year return in MA for 2022, but TurboTax will walk you through it. All you need to do is indicated that you moved when completing your personal information section this year.

This article is in the process of being updated with steps for 2022, so save it for when you are ready to file and it will get you started on the correct path in TurboTax. How do I file a part-year state return?

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