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Data entry

Credit for taxes paid to other states

You can calculate the credit for taxes paid to other states in a plan for any of the following resident states, for up to two nonresident states attached to the plan. To calculate this credit, begin in the resident state and choose
Credits
, then
Other State Tax Cr
. Then, select a nonresident state from either or both of the
Nonresident state
 dropdown lists. The income subject to tax and the amount of tax from the nonresident state automatically copies to the resident state, and the credit calculates in the related fields.
note
  • Some states have a different name for the
    Other State Tax Cr
     tab. For example, the name of this tab for Rhode Island is
    Other State Tax
    .
  • Some states have two of these tabs. Arizona, Delaware, Iowa, Kentucky, Missouri, and Montana have a taxpayer (TP) tab and spouse (SP) tab. New Jersey has a
    Tax Pd Other States
     tab and
    Local Taxes Paid
     tab. Massachusetts and Pennsylvania have
    Out of State 1
     and
    Out of State 2
     tabs.
  • If the nonresident state is not attached to the plan, you can manually enter the income subject to tax and the amount of tax from the nonresident state, and the credit calculates in the related fields.
  • Alabama (AL)
  • Arkansas (AR)
  • Arizona (AZ)
  • California (CA)
  • Colorado (CO)
  • Connecticut (CT)
  • District of Columbia (DC)
  • Delaware (DE)
  • Georgia (GA)
  • Iowa (IA)
  • Indiana (IN)
  • Illinois (IL)
  • Kansas (KS)
  • Kentucky (KY)
  • Louisiana (LA)
  • Massachusetts (MA)
  • Michigan (MI)
  • Minnesota (MN)
  • Missouri (MO)
  • Mississippi (MS)
  • Montana (MT)
  • North Carolina (NC)
  • North Dakota (ND)
  • Nebraska (NE)
  • New Jersey (NJ)
  • New York (NY)
  • Ohio (OH)
  • Oregon (OR)
  • Pennsylvania (PA)
  • Rhode Island (RI)
  • Utah
  • West Virginia (WV)

This article applies to:

  • PRODUCT: Planner CS