Maryland Additional Info for Part-Year Residents

Forum|Forum|3 years ago
January 29, 2023
1 reply
0 views

I was a part year resident of Maryland last year, establishing residency partway through September coming from a state without Federal Income Tax.

There is a screen with "Additional Info for Part-Year Residents" with 2 fields: "Non-Maryland Income" and "Non-Maryland Losses and Adjustments" - screenshot below. I have two questions:

1.) How can I simply calculate "Non-Maryland Income" ? My W2 has State Wages in Box 16 for Maryland, but not the other state (since no income tax). Do I deduct MD State Wages from Box 1, Box 3, or calculate it some other method? How do I go about including income from other sources such as 1099-INT?

2.) What would be included in Non-Maryland Losses and Adjustments?

Note in the screenshot below, the link to "these instructions" simply directs to https://www.marylandtaxes.gov/ and based on my own reading of the Maryland tax booklet, part time residents have to fill out form 502 - which presumably is what TT is doing on the back-end. Of course if I'm paying TT, I don't want to have to delve into these forms myself - I want a simple answer.

I have not found a satisfactory answer to these questions from the Community boards, and when I spoke on two different occasions with TurboTax support, the support specialists were simply not confident in their answers. I'd like to avoid completing Maryland Form 502 on my own as doing so would negate the entire benefit of having to pay TurboTax to file my taxes.

Best answer by RobertB4444

And to confirm, I had looked at the Allocating Part-Year Resident Income article - that doesn't really answer my question, unfortunately, because it is unclear if this field requires my income BEFORE deductions like 401(k), HSA, etc., or after, or is some other specialized calculation altogether.

As you originally guessed your non-Maryland income is the amount on box 16 - your Maryland income - subtracted from box 1 - your total taxable income.

If you have income from other sources besides your W2 then allocate them by month.

The program isn't calculating it automatically because you only have the one part-year state return. You should be good once you do the calculation.

@nicknack1

LindaS5247

Based on what you have stated you will need to file a Maryland State Return. Since it is available to you through Turbo Tax that would be the easiest way to do this.

Click here for helpful information about filing your state return when multiple states are involved. It explains the apportionment percentage.

Also, you can click here to contact Turbo Tax for assistance.

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

nicknack1Author

Yes, obviously I need to file a Maryland State tax return, that is why I posted this question.

I already called two people from TurboTax's support line. Both were unfamiliar and unable to help me with this question. They seemed to simply be guessing at the answers and could not give me accurate information. If anyone at TurboTax does actually know what they are talking about, please reply to this thread.

mglauner

When you enter your W-2 in your Federal Return (with state wage info) TurboTax calculates your Maryland Income for you on the Maryland return. You don't need to enter anything for 'Non-Maryland Income' unless you had other income not reported on a W-2 that was included on your Federal return.

If you had Capital Gains/Loss (or Business Gains/Loss) on your Federal return, divide that amount by 12, then multiply by 9.5 to calculate 'Non-Maryland Losses/Adjustments' for the time you didn't live in Maryland.

Click this link for more details on Allocating Part-Year Resident Income.