This article will guide you through entering part-year resident or nonresident states on an individual (1040) return. For some states, part-year and nonresidents file a different return form. For others, a part-year or nonresident checkbox is simply marked on the return. Refer to your state's website for specific instructions on which forms to file.
Follow these steps to enter part-year and nonresident states:
- Go to the Profile tab.
- Click in the Add a state return field at the top left of your screen.
- Add any states where you're required to file.
- Non-taxing states, like Alaska, Florida, Nevada, South Dakota, Texas, Tennessee, Washington, and Wyoming, usually don't need to be added here.
- Go to the Input Return tab.
- From the left of the screen, select General and choose Client Information.
- Under the Resident Status section, select the Resident State as of 12/31 from the dropdown list.
- Check the box labeled Full Year Resident?, if applicable.
- Check the box labeled Multi-State Return? if it wasn't automatically checked.
- This entry is mandatory to generate part-year and nonresident returns.
- From the left of the screen, select State & Local.
- Select Part-Yr./Nonres. Information to expand the menu and view the part-year and nonresident screens for the states on this return.
- Make the appropriate entries on the appropriate Part-Year/Nonresident Info screen(s).
- The input will vary by state, but typically includes residency dates or move dates for part-year returns, as well as a permanent resident or domicile state.