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Level 3
September 7, 2024
Question

Part year state return

  • September 7, 2024
  • 1 reply
  • 6 views

I have a client who moved in the middle of the year and is considered a part year resident of two states. As such, I am filing 2 state income tax returns. The state he currently lives in is properly generating all numbers I apportioned, but the other state is not (the state he moved out of). I clicked the plus symbol (+) to enter the amounts allocated to each state and selected the appropriate state abbreviation; I did not select S or N. Was I initially supposed to generate the return a certain way in order for both states to be pulling the amounts entered, properly?

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    1 reply

    PhoebeRoberts
    Intuit Community Champion
    September 8, 2024

    Which states? Every state has its own favorite presentation.