Massachusetts – Schedule R/NR Nonresident and Part-Year Resident
If you were a Massachusetts resident for part of the tax year and also received Massachusetts-source income while you were a nonresident, you may need to file Form 1-NR/PY as both a nonresident and a part-year resident.
Complete Schedule R/NR, Resident/Nonresident Worksheet, to calculate the portion of income earned while a Nonresident and the portion of income earned while a Part-Year Resident.
To review or enter this information in the TaxAct program:
TaxAct Online
- From within the TaxAct return, navigate to the State tab from the side menu.
- Click Start / Edit next to the Massachusetts return to begin the State Q&A process.
- Select Nonresident/part-year resident and click Continue.
- On the Massachusetts – Residency Status on Form 1-NR/PY screen, select Both – Part-year and nonresident (Schedule R/NR) and click Continue.
- The program will proceed with the interview questions for you to enter or review the appropriate information.
- On the screen titled Massachusetts – Nonresident Apportion click Yes
- NOTE: If you know the actual amount of your Massachusetts source income, do not apportion.
- Enter all applicable income information.
- When you reach the Massachusetts – Schedule R/NR Income Adjustments screen, click Continue.
- In the following screens, you will need to allocate your income.
Desktop
- From within the TaxAct return, navigate to the Q&A tab via the menu bar at the top of the program.
- Navigate to the State tab.
- Click Yes and then Continue.
- Select Nonresident/part-year resident and click Continue.
- On the Massachusetts – Residency Status on Form 1-NR/PY screen, select Both – Part-year and nonresident (Schedule R/NR) and click Continue.
- The program will proceed with the interview questions for you to enter or review the appropriate information.
- On the Massachusetts – Nonresident Apportion screen, click Yes
- NOTE: If you know the actual amount of your Massachusetts source income, do not apportion.
- Enter all applicable income information.
- When you reach the Massachusetts – Schedule R/NR Income Adjustments screen, click Continue.
- In the following screens, you will need to allocate your income.