| tonsaphun |
I know I'm probably the last one in here....I just hate doing the tax.
I'm actually looking for taxatty (I think it is his sn). My question is how I go about filing an out of state tax return. I worked there for a month. Do I include my total income or just the amount I made in that state? Does my marital status matter?
I would appreciate any insights to get this done. Thank you. |
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| DaveI |
| Your marital status does matter, depending on whether you're required to file a return. Also, you would be filing a "non-resident" return, so there's a separate form for that type of return. Each state has different minimum gross income requirements for filing, so it depends on what your income is in that state, and whether you had any state taxes withheld from that income. Best bet is to find the state's website, download the instructions for the appropriate form, and see if you can determine from that. Otherwise, you would need to call the taxing authorities for clarification. |
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| roadman |
Each state is of course different, but NY,NJ and CT require that you complete the non-resident tax return first because you will get that as a deduction on your state of residence return.
Yes you need to report all of your income and marital status, then it will ask for what portion was earned in the non-resident state, then come up with a percentage of tax liability, etc, etc, etc.
It is pretty easy, Taxcut and Turbo tax do it all as long as you have a Fed + each state that you worked in installed on your PC |
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| tonsaphun |
I have turbo tax....... I have to import all of my W-2, even the ones that has nothing to do with RI? Would this mean I have to deduct this amount when I'm filing my MA state tax?
I have to do this whole thing over again....Man!! I already sent my federal already. |
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| roadman |
The Federal needed to be done first, it is the 2 states that have to be done together. In fact the residential state needs a copy of the non-residental state to prove that you paid taxes to another taxing authority. Fed Schedule A deductions, etc get carried over to your MA return.
On your MA return there may be a line that says something like "amount of tax computed for the other state". You will likely also have a separate form for this, something like "Resident Credit"
You will not be taxed 2x on the taxes that you paid in RI, that amount will be a credit on your MA return. |
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| tonsaphun |
| Roadman: So I should just fill in all the information on my turbotax.....it should fill in all the infos for both RI and MA? Do I still file two state taxes? Thanks man. |
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| roadman |
You definately must file 2 state tax returns. MA needs to know that you have a credit owed you for taxes pain to RI.
Yes, fill in the RI first (non-resident) then the MA return. The MA return will ask for the RI info. If your Fed info is already in Turbotax, each state return should only tax 10 minutes or so to complete. |
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| tonsaphun |
| Thanks everyone.....I got a better picture now. I will work on it now and tell you about it tomorrow. |
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| tax_atty |
tonsaphun:
Looks like you've already got your answers. Sorry I didn't respond earlier but being tax season and having 2 newborns at home I haven't been following this board as closely as before. |
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| tonsaphun |
| Since you are on....I have one question. I included my two nieces that are on college on my tax return, would that affect their financial aid? Thank you. |
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| tax_atty |
quote:
Originally posted by tonsaphun
Since you are on....I have one question. I included my two nieces that are on college on my tax return, would that affect their financial aid? Thank you.
It could... Colleges generally will give more financial aid to students that are independent and are not supported by others. |
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| roadman |
I asked one of my friends about because his kids are in college.
The applications have a bunch of questions relating to dependants
1) Can you be claimed as a dependant by another person ?
2) If Yes, provide a copy of the return that lists you as a dependant
These are not verbatim |
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| tonsaphun |
| Roadman: The school asked the student for her parent's tax return and her tax return....nothing else. Would her parent return and she didn't file a return be suffiecient? I should have never claimed them. Is there a way I can take them off now? |
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| roadman |
You can file an amended return if you need to change that
If the student has a parent that did not claim that dependant on their return, then you should also have form 8332 or equivelant "Release of claim to exemption......"
You claimed them as a dependant becuase you provided them support, such as room and board, clothing, food,etc. That is why in reality it is your return that the institution is looking for, you are the custodian (parent or otherwise). If you did not provide anything then you are not entitled to claim them as a dependant |
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