Multi State Resident in 2022

[mwnethers]

My total income for 2022 was a little over 101k. I lived and worked in Illinois Jan 1 through May 13, 2022. During that time, I had just under 60k of earned income. I then retired and moved to Ohio where I had no earned income but had Pension and SS income of 39k and interest income of 3k. I completed the Illinois return and entered the dates that I was a resident of that state. However, when I complete my state of Ohio tax return it says that I had Ohio taxable income of nearly 82k. How is that possible? 

[LindaS5247]

When entering your state tax returns, when multiple states are involved, you should enter your nonresidential state tax return first (IL).

Then enter your residential state tax return (OH).

It is recommended to prepare the nonresident state first, because your resident state will provide you a credit for the tax you pay to the nonresident state.  By preparing the nonresident state first, TurboTax can transfer the credit information to your resident state to return. 

To check your state return you can preview it by doing the following:

You can view your entire return before you e-file:

1. Sign in to your TurboTax account
2. Open or continue your return
3. Select Tax Tools from the menu (if you don't see this, select the menu icon in the upper-left corner)
4. With the Tax Tools menu open, you can then:
   • Preview your entire return: Select Print Center and then Print, save or preview this year's return (you may be asked to register or pay first)
   • View only your 1040 form: Select Tools. Next, select View Tax Summary in the pop-up, then Preview my 1040 in the left menu

You can preview your return in the TurboTax CD/Download software by following these steps:

1. With your return open in TurboTax, select Preview from the File menu at the top. (If you don't see "Preview," open your return, not just the program).
2. In the pop-up window, choose the set of forms you wish to see (all official forms, specific forms, etc.) and select Preview.
3. Scroll down to view all the forms if you chose to preview multiple forms.

Click here for additional information on filing multiple state returns.

Click here for information regarding filing multiple states returns.

Click here for how to delete your state return in TurboTax desktop.

Click here for how to delete your state tax return in TurboTax Online

[mwnethers]

This helped, along with finding the worksheet that detailed the credit applied for the taxes paid in Illinois. Thank you!!