My client moved from Ohio to KY on 6/01/22, which met KY residency requirements. His W2 had KY and OH state taxes withheld. If I prepare KY and OH non-resident returns his refund is greater than filing KY resident and OH non-resident. Does it matter which way the returns are filed?
Additionally, client is moving back to OH later this year. These GenZ's................ 🙂
Never prepared KY or OH returns but if you follow the workflow at bottom of information worksheet PS should get the residency dates set… file PY KY and Ohio returns.
On W2 worksheet you enter a line for each state with the income and withholdings listed on the w2.
then go to each state return and select PY res. Follow the allocation edits to be sure the income is properly attributed….. sounds like you get to do it again next year
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
