Question

Confusion regarding partial residency MA tax return

Forum|Forum|4 years ago
February 21, 2022
1 reply
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Hello! I'm at the point of my application where it states:

"Enter the non-Massachusetts portion of the amount you paid during 2021 to Social Security (FICA), railroad, Medicare, U.S. or Massachusetts retirement. If none, enter 0. If you are filing as a nonresident and all the income subjected to the withholdings mentioned above, e.g. W-2 income or self-employment income, are not Massachusetts sourced, the entire amount of deduction shown on this screen should be allocated as Non-MA portion."

I moved to NH at the start of June. I worked 2 jobs in 2021. One requires my physical presence in MA to do my job, and the other was work from home, so I was in NH. I do not understand how to fill out this section. My W2's taxed me MA tax for the whole year, but they don't specify how much was taxed once I moved, and dividing the numbers for the year in half would not be accurate for either job due to raises, time off, changes in hours worked per week, and me quitting one job. Any advice?

TurboTax PLUS Online

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Employee

You need to apportion the SS and Medicare taxes paid (they are eligible for a deduction in MA), based on where wages subject to SS and Medicare tax were earned. You do this based on the dollar amount of the wages.

Income earned while a resident of MA or while physically present in MA is "MA-source". Income from your job working at home is non-MA.

Divide your non-MA earned income by your total earned income. Multiply by total SS and Medicare tax paid to get the non-MA portion of SS and Medicare taxes.