TurboTax Question


S

Shhhh

Hello all,

I recently moved, from an east coast state to a midwest
state... while living on the east coast I had a job and I
have recieved my W-2... and now living here in Midwest I
have a job, and also recieved a W-2.

Obviously since I lived in two states I need to file 2 state
tax returns, I also have stock and investments I need to
take care of so I decided to purchase the TurboTax Premier
edition. As I was getting ready to buy it I noticed it said
it only includes 1 (ONE) state tax return... is TurboTax
incapable of handling my situation?

Thank you,
Shhhh
 
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H

Herb Smith

Shhhh said:
Hello all,

I recently moved, from an east coast state to a midwest
state... while living on the east coast I had a job and I
have recieved my W-2... and now living here in Midwest I
have a job, and also recieved a W-2.

Obviously since I lived in two states I need to file 2 state
tax returns, I also have stock and investments I need to
take care of so I decided to purchase the TurboTax Premier
edition. As I was getting ready to buy it I noticed it said
it only includes 1 (ONE) state tax return... is TurboTax
incapable of handling my situation?
I'm sure that it will handle your situation. Just that you
will have to pay an additional fee to efile the second state
return. The first state return is included in the base price
you pay for the package, along with your Federal tax return.
 
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P

Phil Marti

Shhhh said:
I recently moved, from an east coast state to a midwest
state... while living on the east coast I had a job and I
have recieved my W-2... and now living here in Midwest I
have a job, and also recieved a W-2.

Obviously since I lived in two states I need to file 2 state
tax returns, I also have stock and investments I need to
take care of so I decided to purchase the TurboTax Premier
edition. As I was getting ready to buy it I noticed it said
it only includes 1 (ONE) state tax return... is TurboTax
incapable of handling my situation?
It's fully capable. You just have to buy another state
version. Not to worry--I'm sure TT will show you how.
 
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I

Ira Smilovitz

Shhhh said:
Hello all,

I recently moved, from an east coast state to a midwest
state... while living on the east coast I had a job and I
have recieved my W-2... and now living here in Midwest I
have a job, and also recieved a W-2.

Obviously since I lived in two states I need to file 2 state
tax returns, I also have stock and investments I need to
take care of so I decided to purchase the TurboTax Premier
edition. As I was getting ready to buy it I noticed it said
it only includes 1 (ONE) state tax return... is TurboTax
incapable of handling my situation?
It's entirely capable. However, you will have to purchase an
additional state module. You will (probably) be filing
part-year resident returns in the two states. If your
relocation didn't occur at the same time as your change in
employment, you might also be filing a part-year
non-resident return in one of the states.

Ira Smilovitz
 
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A

Andrew

Shhhh said:
I recently moved, from an east coast state to a midwest
state... while living on the east coast I had a job and I
have recieved my W-2... and now living here in Midwest I
have a job, and also recieved a W-2.

Obviously since I lived in two states I need to file 2 state
tax returns, I also have stock and investments I need to
take care of so I decided to purchase the TurboTax Premier
edition. As I was getting ready to buy it I noticed it said
it only includes 1 (ONE) state tax return... is TurboTax
incapable of handling my situation?
T/T Deluxe (therefore, I assume T/T Premier) provides only
one state return on the original install CD, but you can
(and I just did) order online additional state tax modules
from intuit.com. I now have both Massachusetts and NY.
When you prepare the next return that needs a state module,
it will ask you to click on 'which one' you wish to use for
the list of installed modules.
 
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B

Brett Harlow

Shhhh said:
I recently moved, from an east coast state to a midwest
state... while living on the east coast I had a job and I
have recieved my W-2... and now living here in Midwest I
have a job, and also recieved a W-2.

Obviously since I lived in two states I need to file 2 state
tax returns, I also have stock and investments I need to
take care of so I decided to purchase the TurboTax Premier
edition. As I was getting ready to buy it I noticed it said
it only includes 1 (ONE) state tax return... is TurboTax
incapable of handling my situation?
No, you'll just need to go to turbotax.com and download an
add'l state return.
 
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S

scott s.

I recently moved, from an east coast state to a midwest
state... while living on the east coast I had a job and I
have recieved my W-2... and now living here in Midwest I
have a job, and also recieved a W-2.

Obviously since I lived in two states I need to file 2 state
tax returns, I also have stock and investments I need to
take care of so I decided to purchase the TurboTax Premier
edition. As I was getting ready to buy it I noticed it said
it only includes 1 (ONE) state tax return... is TurboTax
incapable of handling my situation?
I think you will find that the "big 2" can handle multiple
states, but they will want you to buy modules for the 2d (or
additional) states @ approx $30 or so.

One possibility of course is to let a pro do it. The second
is to download each state's forms for part- year residents,
and determine which one looks the hardest. Use the software
for that one, and manually fill out the other one. Often
times the data from the federal form gives you a head start
on manually completing the state return (more true for
non-resident returns than part-year, though).

If you do buy two state modules, I would look very carefully
at your return. My experience is that some data entries can
be earmarked by state, but not all may be. There may also
be some considerations for part-year returns that only
appear in the tax software instructions, but aren't that
clear in the data entry screens.

scott s.
 
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S

Shhhh

Thank you all for your kind replies,

Shhhh
 
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V

Victor Roberts

scott s. said:
I think you will find that the "big 2" can handle multiple
states, but they will want you to buy modules for the 2d (or
additional) states @ approx $30 or so.
I assume you mean TurboTax and TaxCut. Well, TaxAct can also
handle multiple states, but like TT, you need to purchase
the additional state modules on-line. They are significantly
less than $30 though :)
 
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