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March 6, 2024
Question

To fill in my part year residency, where do I find the “my info” to fill in the months where I lived for each state ?

  • March 6, 2024
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Where do I fill in on turbo tax the number of months for part year 
?

1 reply

March 6, 2024

To add this information after you've begun your return:

 

  1. Sign in to TurboTax and select My Info. Screen shot below 
  2. A Your personal info screen appears.
  3. Question number 2 asks you the state(s) you lived in during 2023. Select your state of residence from a dropdown menu.
  4. You'll also be asked if you lived in another state in 2023. Answer Yes and a new section will appear asking for your previous state of residence. Select the other state you lived in.
  5. Fill out the date of when you moved to your current state.
  6. If the rest of your information is accurate, select Continue.

 

You'll need to allocate your income between the two states. First, determine if the income you're allocating is earned or unearned, as these are handled differently:

  • Earned income comes from employment, such as wages, salaries, tips, payment for services, and commissions
  • Unearned income comes from non-employment sources, such as interest, dividends, capital gains, social security, and IRA distributions

To allocate your income check: How do I allocate (split) income for a part-year state return?

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