TurboTax

File with experts
File your taxes
Experts at your fingertips

An expert helps with your taxes, or does them for you
TurboTax Expert Full Service

TurboTax Expert Assist

TurboTax Self-Employed
Prior year taxes
File myself
File myself
Do it yourself

We'll guide you step-by-step
TurboTax Do It Yourself

TurboTax Self-Employed

TurboTax Desktop
TurboTax Free

Activate your product

Prior year taxes
Business
Business
Business taxes

Get your T2 corporate return done right, your way
TurboTax Business

TurboTax Business Desktop
Tax situations
Tax situations
Tax situations

Find extra guidance for your big life moves
For investors

For 25 and younger

For self-employed

For new to Canada

For life changes
Resources
Resources
Resources

Explore tax tools, get tips, and read reviews
Personal income tax calculator

RRSP savings calculator

Learning hub

TurboTax support (FAQ)

TurboTax community
Pricing

Community

Solved

part year resident tax filing

Forum|Forum|2 years ago
March 13, 2024
1 reply
0 views

I am a resident of IL. Last year, I temporarily worked and lived in Iowa from April to September.

For all other months, I worked and lived in IL, and my IL address is my mailing address.

I have two qeustions:

1. In this situation, should I file both IL and IA tax returns as a part year resident? Or full year resident for IL and non resident for IA?

2. IL form schedule NR only allows one residency date range. Should I just put 01/01/2023 to 12/31/2023 for Illinois residency dates?

TurboTax Premier Online

Best answer by KrisD15

Illinois and Iowa have a reciprocal agreement, so you pay tax to the state in which you live. IF YOU WERE ONLY A RESIDENT OF ILLINOIS, you would only file and pay tax for Illinois.

Which state tax was withheld from your paychecks?

If you moved into Iowa for 6 months, you'll need to file a Part-Year Iowa return first.

Since you moved into and out of Illinois, you'll need to file a part-year Illinois return as well. Use 01-01-2023 to the date you moved to Iowa for the dates in Illinois.

Next you will allocate the proper portion of income to each state.

TurboTax may want you to use the reciprocal agreement and only pay state tax to one state or the other, but you need to file part-year each since you moved in and out of both states.

Illinois and Iowa have a reciprocal agreement, so you pay tax to the state in which you live. IF YOU WERE ONLY A RESIDENT OF ILLINOIS, you would only file and pay tax for Illinois.

Which state tax was withheld from your paychecks?

If you moved into Iowa for 6 months, you'll need to file a Part-Year Iowa return first.

Since you moved into and out of Illinois, you'll need to file a part-year Illinois return as well. Use 01-01-2023 to the date you moved to Iowa for the dates in Illinois.

Next you will allocate the proper portion of income to each state.

TurboTax may want you to use the reciprocal agreement and only pay state tax to one state or the other, but you need to file part-year each since you moved in and out of both states.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"