TurboTax Multi-State Filing makes the complex task of filing taxes across multiple states simple and efficient. With seamless integration, guided processes, and state-specific support, TurboTax ensures you accurately file your state returns and maximize your refund. Whether you live in one state and work in another or have moved during the tax year, TurboTax Multi-State Filing has the tools and features to help you file with confidence.
Start Your Federal Return: Log in to your TurboTax account and begin your federal tax return. Enter all necessary personal and financial information.
Add State Returns: When prompted, add the states for which you need to file returns. TurboTax will guide you through the process of adding multiple state returns.
Enter State-Specific Information: Follow the guided prompts to enter income, deductions, and credits for each state. TurboTax will help ensure you comply with each state’s tax laws.
Review and File: Once you’ve entered all information, TurboTax will review your state returns for errors and ensure all calculations are accurate. You can then file your state returns electronically.
Determine Residency: Identify your residency status in each state. You could be a resident, non-resident, or part-year resident.
Gather Income Information: Collect all your income details, segregating them by the state in which you earned them. Keep all W-2s, 1099s, and other relevant documents handy.
Start with Your Federal Return: Complete your federal tax return first, as this provides the foundation for your state returns.
Prepare State Returns:
Resident State: File a resident return for the state where you live.
Non-Resident State: File non-resident returns for states where you earned income but do not live.
Part-Year Resident: File part-year resident returns if you moved between states during the tax year.
Claim Tax Credits: Check for credits for taxes paid to other states to avoid double taxation.
Use Tax Software: Utilize tax software like TurboTax, which guides you through the process of filing in multiple states seamlessly.
Review and File: Carefully review each return to ensure all information is accurate, then e-file or mail your returns.