Skip to main content
February 19, 2024
Question

Turbotax incorrectly filing as part-year Massachusetts Resident

  • February 19, 2024
  • 1 reply
  • 0 views

I have finished filling in my state and federal taxes. I was a full year resident in MA in 2023, but a Form 1, 1-NR/PY is being filed with my State tax return. In addition, the federal NII tax is incorrect because it assumes taxes are paid in another state on the interest excluded from MA return. 

1 reply

ng171Author
February 19, 2024

In the preliminary "Person Info" section, I have stated that "No I didn't make money in any other states" as well

SharonD007
February 20, 2024

Review the personal information that you entered to ensure that TurboTax helps you create the correct state tax return. 

 

  1. Open Turbo Tax and select My Info
  2. Personal profile summary screen will pop up
  3. Select Edit by your name
  4. Scroll through the screens to ensure that you have the correct answers for your state of residence and make sure that you haven't selected that you lived in another state.

 

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
ng171Author
February 24, 2024

Hi @SharonD007! Thanks for the reply. I went through the "Your Personal Info" page, and my State of Residence (as of 12/31/2023) is Massachusetts, I've selected "No" to living in another state in 2023, my mailing address is in Massachusetts, and my "Other State Income" is "None" and I'm still having the issue where it considers me a part-year Resident for Massachusetts.