Cheryl3
Level 2
03-16-2024
02:07 PM
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After completion of return, W-2 state should NOT change, if client mailing address changes. Clients moved out of state; I changed address on return - caused Balance Due to state originally lived/worked in during the taxable year, although the address change is for CURRENT year. Took me a minute to figure out why suddenly a balance due to state; previously showed refund. Both times this happened (this year) it was a few weeks (and many tax returns) between completion of return and signatures, due to out-of-state move in Feb/Mar. Forces one to go through all W-2s to ensure correct state for withholding. Again. I believe we are all careful about what state withholding is for when entering W-2 data.
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