Hello All,
I'm in the process of filing taxes but ran into an issue. My employer was bought by another company half-way through the year, which means I have three W-2's. One from the original company and two from the new company. I also work in a different state than I live and these two states have a reciprocity agreement.
The issue is with the new company, as they have sent two W-2s (page 1 and 2). Everything is the same on page 1 and 2 from box 'a-f' and box '1-14.' But on page 1 it shows "total state" in box '15' and a state income tax amount in 17. Page 2 shows the ordinary information you usually would see with a different state income tax amount.
How would I go about entering this on the Turbotax online wizard? This is the information I saw from another post I came across but again, in my instance box 15 has "total state."
"If your federal wage info in boxes 1–14 is the same (or blank on one W-2), and the state info in boxes 15–17 (or local info in boxes 18–20) is different, you’ll enter both on the same W-2 screen. Enter all the info from the most complete W-2, then enter the different state and local info from the other W-2.
If the only difference is box 12, enter all the info from the most complete W-2, then enter the different box 12 info from the other W-2 on the same screen."
Thanks!
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Exactly: treat all the pages of the W2 as one W2. Ignore the "total state" line: that information won't be entered. It is informational only. You will first enter the boxes 1-14 once. Then you will enter the boxes 15-20 for state 1, press the button for "Add another state", and repeat the process for state two. Depending on the states, the local amounts may matter on the state return (OH, MI, IN and KY have considerable interaction with local taxes on the state reconciliation). But all those Box 1-14 entries are just repeats of the same information and not separate W-2s.
Exactly: treat all the pages of the W2 as one W2. Ignore the "total state" line: that information won't be entered. It is informational only. You will first enter the boxes 1-14 once. Then you will enter the boxes 15-20 for state 1, press the button for "Add another state", and repeat the process for state two. Depending on the states, the local amounts may matter on the state return (OH, MI, IN and KY have considerable interaction with local taxes on the state reconciliation). But all those Box 1-14 entries are just repeats of the same information and not separate W-2s.
But what happens when you don't have the information for the second state to enter it? I worked for Amazon in Massachusetts and CT. I live in Mass. On the Federal Copy B #15 says Total State, nothing on #16 and an amount on #17. This amount is different than the amount of Copy 2 for Connecticut. In Copy 2 CT, #15-17 are all filled in. I don't have a Copy for Massachusetts state though. Why is that? I feel like I can't ignore the information on my Federal Copy B #15-17 since I have an amount on #17. Is the information under Federal Copy B #15-17 the Massachusetts information? Cause if that's the case, where do I get the state ID numbers that I need. I repeat I didn't get a state copy for Mass. Also under part 12, I have different amounts under my Federal Copy B and my CT copy. Done my taxes for almost 20 years and I've never encountered this situation. Tyia for any help you can give me!
It sounds like you received an incomplete Form W-2. You will need to contact your employer to get your MA income information.
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