Additional Info for Part-Year Residents - PA to MD

Forum|Forum|1 year ago
March 1, 2025
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Hi, I moved right in the middle of last year around 6/15/24 - from PA to MD.

I am working on my Maryland state return and am asked to enter any income I received while not living in Maryland. I need to fill two boxes - one for Non-Maryland Income, and one for Non-Maryland Losses and Adjustments.

I worked for the same company throughout the entire year, doing the same job, the only difference is that I moved. So on my W-2 from the same company, I have a MD section and a PA section. In Box 16 for MD, the state wages were $46,218.51, and in Box 16 for PA the state wages were $51,309.26.

Is this as simple as listing $51,309.26 in the Non-Maryland Income box? I've seen some recommendations in previous years when this question has been asked to subtract the Box 16 for MD from Box 1. My Box 1 is $92,426.50, so subtracting MD income (46,218.51) from that would give me $46,207.99.

These two numbers are very different - Box 16 for PA at $51,309.26 versus the subtraction of Box 16 from Box 1 at $46,207.99.

Which way is the right way?

I have not even gotten to the Non-Maryland Losses and Adjustments box yet, but I was going to look at this next.

Thanks ahead of time for the help!

Not A Product Question

MAK70

The correct Non Maryland income would be the Box 1 minus the Box 16 Maryland amount. The Box 16 for Pennsylvania includes some items that Pennsylvania taxes as compensation (most notably Employee contributions to an eligible Pennsylvania retirement plan and or contributions to a qualified deferred compensation plan) that Maryland does not tax. This is why the two Box 16s are more than the Box 1.

ironman0723Author

Great - thank you for this answer. When I submitted the question I also realized I was only calculating my own W-2 and not my wife's. My wife worked at the same company for the same period at the same time, so I am adding her info the exact same away and including the total for both of our W-2s for non Maryland state income in the same box, correct? Do I also need to add any interest earned on Savings accounts while living in Maryland?

With that Question answered, I need to move on to the Non-Maryland Losses and Adjustments box. I'm not quite sure I know what this is - how would I calculate this?

DianeW777

Yes, in the Maryland (MD) return you will be able to add interest earned while a MD resident.

As far as the non MD losses and adjustments you can use your statements for dates to decide what belongs to MD and what belongs to Pennsylvania (PA). If you are still unsure then a simple equation would be amount divided by 12 months then multiplied by the number of months in each state.

@ironman0723

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