PKCPAMST
Level 5

JackW,

Facts: Your client was a resident of WI on December 31, 2020 after having moved there from IL  during 2020.

Here are the steps:

  1. On Screen 1, - Client Information, in Resident State as of 12/31 enter WI, uncheck Full Year Resident. Under Returns on the left, add IL.
  2. Go to Screen 55 – Part-Yr./Nonresident Information.
  3. Select Illinois from the left navigation panel. Complete Illinois beginning and ending dates of residency, and the fields below Resident of Other State.
  4. Select Wisconsin from the left navigation panel and complete the Part-Year Residence fields.
  5. When entering dollar amounts, enter them in the respective states. You will hit Control-E to open up the state fields.

When you calculate the return, you should have (1) Illinois Form IL-1040 and Sch NR; and (2) Wisconsin Form 1NPR. Basically, each state will tax the income sourced within that state.

Please let me know if this helps.

PK