DE and MD part year residensts

Forum|Forum|2 years ago
April 6, 2024
1 reply
11 views

I have a client with a 2 from Northrop. He works in MD at Northrop. Lived in MD for 1/2 year and moved to DE the second half. I preparing both MD and DE returns.

The W2 has MD withholding for what looks like the entire year. The only WH for DE is local Wilmington tax. I don't see anything for the local tax. I believe this is just information for schedule A.

I entered 100% Federal wages in both MD and DE with adjustments for time spent in each state. Thus MD has a refund of about 2K and DE owes about 1500.00. I ma not sure if this is corrrect.

Should I report it all on MD and look for a credit on DE?

Also, for 2024, he will still be working 100% in MD and living 100% in Delaware?

Does, anyone have experience with this? I would greatly appreciate any thoughts.

Thanks in advance.

Russ Cangelosi

ProConnect Tax

This topic has been closed for replies.

Best answer by russ1

Hi Pheobe,

I appreciate your help. I will take a look at the links and follow the instructions.

Have a great Day!

PhoebeRoberts

Intuit Community Champion

https://www.marylandtaxes.gov/forms/Personal_Tax_Tips/tip56.pdf

https://cpadelaware.net/f/if-i-work-in-pa-nj-or-md-but-live-in-de-do-i-pay-taxes-in-both

For Delaware, you calculate your return as both a non-resident and a resident, and file whichever form gets you a better answer.

https://revenuefiles.delaware.gov/2023/PIT-RES_TY23_2023-01_Instructions.pdf

https://revenuefiles.delaware.gov/2023/PIT-NON_TY23_2023-01_Instructions.pdf

For Maryland, you file both a resident and a non-resident return.

https://www.marylandtaxes.gov/forms/23_forms/Nonresident-Booklet.pdf

https://www.marylandtaxes.gov/forms/23_forms/Resident-Booklet.pdf (MD is sure this is the correct link, but it isn't working for me. I don't have any other official source of the forms instructions, though.)

R

russ1AuthorAnswer

Level 3

Hi Pheobe,

I appreciate your help. I will take a look at the links and follow the instructions.

Have a great Day!

Sign up

Login with SSO

Let's get you signed in

Login with SSO

Scanning file for viruses.

This file cannot be downloaded