I am in a same-sex marriage and the following statements sum up my situation:
- I personally moved to Illinois in May, my husband has lived in Illinois the entire year
- My husband has worked exclusively in Illinois, I have worked exclusively in Indiana
- Illinois recognizes our marriage for tax purposes, Indiana and the federal government do not
- Illinois and Indiana do not have a reciprocity agreement
Now, my understanding is that I have to fill out a fake federal return saying I am married for the purposes of Illinois, and then an actual filing as single return to be sent in. I will also have to fill out a single Indiana part-year/non-resident return and can claim taxes paid to Indiana on my Illinois return, which because my husband was a full year resident and we will file as married, we will have to fill out a normal Illinois return.
Since we live in Illinois, all income will be reported to Illinois, but only my income will be reported to Indiana, correct?
So it seems to me that I need to fill out 3 1040-A (two single, one married), 1 Illinois (married), and 1 Indiana (single) and the married federal return will not be submitted. Is all of that accurate?