MA / Non-Resident

[RitaB]

Sorry, my eyes are crossing looking at this form. Even though the interest was from a TN source, it's going to line 14c on Form MA 1-NR/PY. For real? TN source interest income for a MA non-resident is included in MA income?

I am still looking, but hope somebody knows what I'm doing wrong. Thanks!

[Catherine]

Sorry, my eyes are crossing looking at this form. Even though the interest was from a TN source, it's going to line 14c on Form MA 1-NR/PY. For real? TN source interest income for a MA non-resident is included in MA income?

I am still looking, but hope somebody knows what I'm doing wrong. Thanks!

Been fighting a headache all day but I'll check on this for you in the morning (unless someone else has beaten me to it by then). Giving up for the night now.

Catherine

[RitaB]

Been fighting a headache all day but I'll check on this for you in the morning (unless someone else has beaten me to it by then). Giving up for the night now.

Catherine

Oh, thank you, Catherine. I did take a look at the directions, and I think the interest does get included. Course, a ratio using the other income is used and it's not ALL taxable, but I just can't hardly believe it's right. Needless to say, I don't do MA returns often. I think never, actually. The form REALLY stinks, no offense.

Anyway, in the morning I will look again with fresh eyes. Good night, and God bless. Still praying for Aunt Mary!

[Catherine]

Oh, thank you, Catherine. I did take a look at the directions, and I think the interest does get included. Course, a ratio using the other income is used and it's not ALL taxable, but I just can't hardly believe it's right. Needless to say, I don't do MA returns often. I think never, actually. The form REALLY stinks, no offense.

Anyway, in the morning I will look again with fresh eyes. Good night, and God bless. Still praying for Aunt Mary!

Thanks for the continued prayers; Aunt Mary is hanging in there but not out of the woods yet.

Anyway -- yes, the MA NR/PY return is horrid; and the absolutely atrocious format they use doesn't make the stupid thing any easier to deal with or even just _read_.

But to answer your question -- Mass. does look at total income and applies ratios and credits for taxes paid to other states. Line 14 has you set out the details of total versus non-Mass source income to get the deduction and exemption ratio. Line 15 should include only SS withholdings from Mass sources; there is an adjustment "jump to" field. Credits for taxes paid to other jurisdictions go on Schedule Z Line 11 and then flow through to Line 34 on the Form 1 NR/PY.

Hope this helps, and please post again -- or call me -- if you need more.

Catherine

[RitaB]

Thanks, Catherine! I missed the part about the SS witholdings from MA sources only. I hate to blame ATX, but when you enter the correct state for the wages (TN) looks like it would link to the MA return and NOT automatically give credit. I still think it stinks to include TN source interest in his MA taxable income, but I guess they don't care what I think. Thanks again for your help! --- Rita

[Catherine]

Thanks, Catherine! I missed the part about the SS witholdings from MA sources only. I hate to blame ATX, but when you enter the correct state for the wages (TN) looks like it would link to the MA return and NOT automatically give credit. I still think it stinks to include TN source interest in his MA taxable income, but I guess they don't care what I think. Thanks again for your help! --- Rita

Glad I could be of help. I've seen two types of state returns -- states that tax all income from everywhere but do some form or other of apportioning and crediting, and states that tax fully but only on income sourced in their state. They're both pains -- but different types.

Catherine