Client moved from CT to GA on 11/15/22. All W2 income from CT was earned while resident of CT. All W2 from GA earned in GA. CT form includes all Fed income - why??

Forum|Forum|3 years ago
March 21, 2023
1 reply
12 views

GA state form properly only includes the W2 income from GA. CT state form is pulling in all income - CT and GA. How do I enter values in the CT part year resident screen to get this to calculate properly. The system is not generating a CT SL1.

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Best answer by IntuitRebecca

Gotcha, I was using the W-2 input screen to source the amounts like this:

Which produces this result on my CT-1040AW:

Do you have similar selections for the state identifiers on Income > Wages, Salaries, Tips (W-2)? For box 1, in particular.

IntuitRebecca

Level 6

These are the entries needed to generate the CT SI:

on Client Information, make sure Resident State as of 12/31 is GA
Full Year Resident un-checked
Multi-State Return checked
on CT Part-Year/Nonres Info, make sure Date moved out of Connecticut is entered, and State of new residence is selected.
on GA Part-Year/Nonres Info, make sure both a Part-year resident from and Part-year resident to date are entered. In this case the "to" would be 12/31.

Getting the CT-SI generated should also trigger the CT-1040AW where you can see the PY income allocation.

M

mgirishfanAuthor

Level 2

Thank you. All information has been entered as you said. On the GA part year, it's very clear - you actually enter the income earned in GA. There is no such field on the CT part year form. I am getting the CT 1040-AW but it's wrong.

Column A - Fed AGI - this is correctly populated with the Fed AGI

Column B (CT Resident Period) - this should be the CT income but it is blank

Column C (CT NonResident)- this is blank - should not this be the GA income?

Column D - CT source income during non resident period - this is correctly blank

The CT 1040NR is still showing the full Fed AGI instead of the CT portion.

What now?

Thanks!

Mare

IntuitRebeccaAnswer

Level 6

Gotcha, I was using the W-2 input screen to source the amounts like this:

Which produces this result on my CT-1040AW:

Do you have similar selections for the state identifiers on Income > Wages, Salaries, Tips (W-2)? For box 1, in particular.

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