How do I file a part-year state return?
If you were a resident of 2 different states during the tax year (for example, if you moved from one state to another), you'll normally file part-year returns in both states, assuming each state collects income tax and you had income in each state.
TurboTax handles part-year returns, but you need to make sure you've set up your personal information correctly to trigger the part-year state interviews:
- With your return open, click the first tab, Personal Info .
- Continue to the Your Personal Info Summary screen.
- Click Edit next to your name at the top.
- Select the state you were a resident of as of December 31, 2014 from the State of Residence drop-down.
- Answer Yes at the line right below it (that you lived in another
state during 2014).
- Select your former state from the Previous state of residence drop-down.
- Enter the date you became a resident of your new state. This can be the date you arrived in that state.
- Proceed until you're back at the Your Personal Info Summary screen. Repeat Steps 3-5 for your spouse, if needed.
After you finish your federal return, you'll automatically move to the State Taxes tab, where you'll see your part-year states listed. We suggest you prepare the return for the state you're in now, followed by your former state.
But if you also see a nonresident state return on the State Taxes tab, do that one before you do your part-year return(s) to ensure the tax credits work out correctly.Source: ttlc.intuit.com