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February 18, 2024
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Part time resident and unemployment income

  • February 18, 2024
  • 1 reply
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Hi,

 

I lived in DC until 6/31 and  moved to MA 7/1. During the month of July, I received $4406 in unemployment benefits pay by DC FMLA due to my previous employment there. I have a 1099-G from DC which lists state tax income withheld of $176.

From what I understand, since I received that income while living in MA, this counts as taxable income for MA, but that I can get credit for since I was taxed in DC.  How do I find out how much I'm being taxed by DC for that specific income to list it as a credit?  (not sure if it's just the amount withheld listed on the DC 1099-G, or if TurboTax is also calculating additional tax owed to DC from that  based on my tax bracket).

 

Thank you!

    Best answer by AmyC

    The easiest way is to fill out your DC return without the income. note the tax liability. Then, add the income and see the new tax liability. The difference is the amount on that income. Be sure to make note of how you determined the liability Once your DC return is correct, you can do your MA return to receive the credit.

    You did a great job figuring all of this out!

    1 reply

    AmyC
    AmyCAnswer
    Employee
    February 21, 2024

    The easiest way is to fill out your DC return without the income. note the tax liability. Then, add the income and see the new tax liability. The difference is the amount on that income. Be sure to make note of how you determined the liability Once your DC return is correct, you can do your MA return to receive the credit.

    You did a great job figuring all of this out!

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    March 3, 2024

    Thank you!

    One more question on the same topic - how do I allocate that income (paid family leave benefits that DC paid me based on my previous DC employment, but that I received while living in MA)? Is it considered a MA or Non-MA Portion of my income?

     

    thanks again!

    March 4, 2024

    Part-year residents are subject to Massachusetts income tax on unemployment received while a Massachusetts resident, whether related to employment inside or outside of Massachusetts. See this Massachusetts DOR webpage for more information.

     

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