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Level 4
November 14, 2023
Question

fULL YEAR RESIDENT TAXPAYER/SPOUSE PART YEAR OF SAME STATE

  • November 14, 2023
  • 2 replies
  • 14 views

I can not get Proseries to function correctly with this concept.

Its easy taxpayer lived in Oregon as OR resident all year, Spouse moved to Florida and got a second home and a job in Aug. Spouse has w-2 from Oregon employer and w-2 from Florida employer.

Taxpayer self employed all sourced to Oregon. 

When filling out the part year allocation, seems easy enough, Oregon can tax self employment income and wages earned in Oregon, they can not tax the wages earned as part year Florida resident.

Spouse has now since got a raise and turned in her Oregon Id for a Florida one. Going forward she will be Oregon Nonresident he will be full year resident.

I keep getting error msgs and can not override the entries. seems very straight forward yet software can not compute.

 

Any ideas?  Thanks 

 

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2 replies

Skylane
Intuit Community Champion
November 14, 2023

You’re completing both the federal info worksheet (at the bottom) and the state allocation worksheets? It should not be a problem 

If at first you don’t succeed…..find a workaround
BobKamman
Level 15
November 14, 2023

Setting aside the question of what year the spouse "turned in" her Oregon ID, is her Florida W-2 coded for that state?  

You're lucky that Oregon is surrounded on all sides by community-property states, but never chose to follow the Napoleonic Code.