Problem with turbotax overestimating my state tax return after my former workplace messed up my W-2
Hello,
Unfortunately, the HR dept of my former workplace completely messed up my W-2, and by the time I realized it, it was too late to change it. They put the incorrect address on it (one I had while living in MA, even though I moved back to PA back in 2018). I requested them to change my address back to the PA one multiple times throughout the past year, but they never did. I pointed this out to them on the W-2, but it couldn't be changed. However, the HR dept were able to create an adjusted W-2 showing partial wages earned in PA and partial wages earned in MA, with the address being listed as changed in Sept 5, 2019. Therefore, for tax purposes, I just had to state on TurboTax that I moved in 2019 from MA to PA (even though I didn't, but I'm not sure what else to do). I have to therefore file taxes for both MA and PA. According to the adjusted W-2 from my former workplaces, the wages I earned in PA are $7,320, and state income tax is $224.72, and per the HR's suggestion, I subtracted those amounts from the respective wages and state income tax for the federal amounts ($18,808 and $875.32, respectively) to determine the wages and state income tax for MA ($11,000-ish in MA wages and $650-ish in MA state income tax, respectively). There does not, however, appear to be any taxes withheld for PA, as I was unknowingly paying taxes to MA because my address was wrong in the HR records. So there is $0 tax withheld for PA, but for some reason my state refund for PA is really high at $875. What is happening here? Have I done something wrong in trying to enter in the amounts, or is this a result of my former workplace's ridiculous error? Any help or advice is much appreciated. I really wish I could attach my saved return thus far to this message, as this is rather complicated to explain.
Thank you and regards,
Clementine