Skip to main content
Level 2
April 2, 2021
Question

Multi-State and Taxable Social Security

  • April 2, 2021
  • 2 replies
  • 8 views

How do you allocate the taxable social security amount shown on the federal between 2 states?

If I source it to US, the entire amount flows to both states.  If I source to one state, the entire amount goes to that one state and nothing to the other.  If I override the taxable amount and source it to one state, the federal return is now incorrect.

Thanks in advance for any input.

 

This topic has been closed for replies.

2 replies

Level 2
March 23, 2023

did you get this figured out?

itonewbie
Level 15
March 23, 2023

Please refer to this post for articles you should read, if you haven't already.  In case you still have problems after following those instructions, please come back with more info about your entries:

https://proconnect.intuit.com/community/proconnect-tax-discussions/discussion/re-multi-state-pension-allocation/01/255996/highlight/true#M25834

---------------------------------------------------------------------------------Still an AllStar