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Best Answer Click here
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These are the entries needed to generate the CT SI:
- on Client Information, make sure Resident State as of 12/31 is GA
- Full Year Resident un-checked
- Multi-State Return checked
- on CT Part-Year/Nonres Info, make sure Date moved out of Connecticut is entered, and State of new residence is selected.
- on GA Part-Year/Nonres Info, make sure both a Part-year resident from and Part-year resident to date are entered. In this case the "to" would be 12/31.
Getting the CT-SI generated should also trigger the CT-1040AW where you can see the PY income allocation.
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Thank you. All information has been entered as you said. On the GA part year, it's very clear - you actually enter the income earned in GA. There is no such field on the CT part year form. I am getting the CT 1040-AW but it's wrong.
Column A - Fed AGI - this is correctly populated with the Fed AGI
Column B (CT Resident Period) - this should be the CT income but it is blank
Column C (CT NonResident)- this is blank - should not this be the GA income?
Column D - CT source income during non resident period - this is correctly blank
The CT 1040NR is still showing the full Fed AGI instead of the CT portion.
What now?
Thanks!
Mare
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Gotcha, I was using the W-2 input screen to source the amounts like this:
Which produces this result on my CT-1040AW:
Do you have similar selections for the state identifiers on Income > Wages, Salaries, Tips (W-2)? For box 1, in particular.
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Thanks! That was it - all good now! Much appreciated!!
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Hello I have a return where client moved from SC to OH on 8/3/2023. All the W2 income is going to the OH return and not allocating it to the SC and OH return. I split out the amounts on the W2 input to include the proper totals for each state. I also broke out the amounts withheld for each state under the State withheld section. However the OH return continues to pull the entire Federal amount on the return. Help!