@MaryK4Sorry, would like to clarify. When I say I asked Fidelity to return 350 USD, I filed a Return of Excess form before the deadline. I did not ask them to r...
Gotcha. That’s something interesting I learned. In any case, since TT imported my previous year’s returns, it filled MA first, which is what you suggested. Gues...
Hi @Carl, Thank you for your insights. Replying to your points, I had lived in MA since 2008, so yes, I was a resident and filed taxes every year. I alread...
