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We efiled Friday afternoon, using TurboTax, for both Federal and State. We’ve been utilizing TurboTax since 2011/2012 and have had solid results using this software.
I used to use them until a few years ago when they had something screwy with the part about filing in two states (I've always lived in one and worked in the other.) In previous years it worked OK. Since the income is taxable in both states, it doubles the amount, making it look as if I made twice as much, but then there's a screen to make the adjustment. That year the screen did not come up, and there was no way I could get the program to understand that it wasn't double the money. NY income tax is higher than NJ's, so for NJ I do a "credit for taxes paid to other jurisdictions" and it all shakes out. But not that year. They kept insisting I owed nothing to NY and a ton of money to NJ based on the double income amount. I tried to contact them for help, and they wanted $114 for me to talk to somebody about a glitch in THEIR program.
I switched over to TaxAct, it all went smoothly, and I've used them ever since.
This year I did look at some of the Free File sites for federal and New York, but they aren't free unless you are under a certain income, and I wasn't.
Yes. It's easy and simple and any refund is in my bank account within days. I know it's best to not have a refund, but some consider it forced savings.
Complete your federal return first, then your non-resident state return then the resident state return in that order
Quote:
Originally Posted by Mightyqueen801
I used to use them until a few years ago when they had something screwy with the part about filing in two states (I've always lived in one and worked in the other.) In previous years it worked OK. Since the income is taxable in both states, it doubles the amount, making it look as if I made twice as much, but then there's a screen to make the adjustment. That year the screen did not come up, and there was no way I could get the program to understand that it wasn't double the money. NY income tax is higher than NJ's, so for NJ I do a "credit for taxes paid to other jurisdictions" and it all shakes out. But not that year. They kept insisting I owed nothing to NY and a ton of money to NJ based on the double income amount. I tried to contact them for help, and they wanted $114 for me to talk to somebody about a glitch in THEIR program.
I switched over to TaxAct, it all went smoothly, and I've used them ever since.
This year I did look at some of the Free File sites for federal and New York, but they aren't free unless you are under a certain income, and I wasn't.
Complete your federal return first, then your non-resident state return then the resident state return in that order
Ummm, yeah, I've done it that way for 45 years, before tax software existed. You have to, in order to claim credit for the taxes paid to the non-resident jurisdiction. Not sure what your reason is for responding to my post with that.
I was talking about an error in the software that doubled my income and would not recognize the two-state issue.
You have to apportion the income from federal return to the correct state returns. I file more than 1 state return and I've not had any issues
Quote:
Originally Posted by Mightyqueen801
Ummm, yeah, I've done it that way for 45 years, before tax software existed. You have to, in order to claim credit for the taxes paid to the non-resident jurisdiction. Not sure what your reason is for responding to my post with that.
I was talking about an error in the software that doubled my income and would not recognize the two-state issue.
I do not file electronically. There's always a glitch, it seems, and I don't have the patience for it.
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