For questions relating to state income taxes. For most questions, a state-specific tag should also be included.

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1answer
33 views

Worked in two states for same company, state taxes look odd on W-2

I worked in NYC until the end of May, then moved to Maine while keeping my job as a remote worker. My W-2 has arrived and in the state withholding section it shows my full wages under New York state ...
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1answer
40 views

Calculate Estimated Tax on Hobby Business LLC

I live in NYC and make $90k as a salaried employee, but I also have a freelance LLC (with separate business account) for freelance projects. I've set up the LLC as a disregarded entity (Schedule C on ...
3
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1answer
36 views

What do I enter for my “2010 HSA, less 2011-2014 distributions” when my HSA started EOY 2011?

TurboTax is pretty insistent that I put something in this field, corresponding to the Wisconsin adjustments worksheet. The field says: Balance of HSA as of Dec 31, 2010, less amt distributed in ...
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0answers
76 views

State Income Tax

In 2012, my husband and I filed an amended state income tax. This year we received a letter stating that we never filed. I appealed their decision, sent in proof of filing and was denied because we ...
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2answers
67 views

Can California state income taxes paid be itemized on federal income tax return?

I currently live in Washington state (no state income tax) and work a tech job. I am contacted by companies in California to work for them, but I am hesitant because of the state income tax in ...
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1answer
16 views

How to set California DE4 allowances based on federal W4 allowances?

I need to set my federal and Calif payroll allowances to what they were 1/1/2015. My federal was 29 allowances. But I don't have record of Calif. Can I deduce my Calif allowances based on federal ...
2
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1answer
38 views

which state tax?

For the first four months of 2015 I lived in California, and earned a full time income in California, a very small part time income in Wisconsin, and rental income from an apartment in Washington DC. ...
2
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1answer
35 views

How to Handle State Taxes Between MI and FL?

Two scenarios: Let's say I earn 50k... Primary residence is Michigan (8 months) / Secondary residence is Florida (4 months). I work remotely for a company in Texas which doesn't take out state ...
3
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1answer
81 views

How to estimate federal and state taxes likely to be due on my side income?

I'm a software developer living and working in the U.S. I work a regular, full time job, but I do a little bit of work on the side (computer repair, web design, etc.) to help pay down my college loans ...
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1answer
110 views

Living and Working in different states than resident states

My husband and I are in a quandary. We were TX residents with drivers licenses and vehicles registered in that state (but no real property). We purchased a 5th Wheel that we live in full time. We ...
4
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2answers
244 views

Do Americans working overseas pay state taxes?

I've been reading some questions about Americans paying taxes to the US while living and working overseas. I've also been looking around at some linked websites, but I haven't seen anything regarding ...
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1answer
45 views

Do Massachusetts residents pay tax on capital gains due to sale of foreign property?

I'm currently living in the US on a visa that allows me to file (federally) as a non-resident. However, since I have lived in Massachusetts all year, I am a resident of Massachusetts and must file as ...
6
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1answer
129 views

How is my joining bonus taxed if I am not in the work city when I receive it

I go to school in North Carolina and have a job offer from a company in California, if I were to accept the offer now I'd be getting my joining bonus right away although I'd be starting work in June, ...
2
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1answer
73 views

Rental Property Income Tax Calculator

Situation Summary: Last year I simulated doing my own taxes by hand but I missed a ton of deductions. Thankfully I go to a CPA who didn't miss them and things were fine. This year half my annual ...
4
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2answers
558 views

Do I have to pay New York City tax if I earn my salary Upstate New York?

I am an undergraduate, whose permanent address (parents' address) is in New York City, going to school in Upstate NY. I live out of NYC 10 months a year and do not work while I am in NYC. Since my ...
3
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1answer
129 views

How should I respond to an IL 2012 “Notice of Proposed Tax Due”?

I received today a "Notice of Proposed Tax Due" for Illinois, alleging: Tax Due: $738.00 Penalty Due: $111.00 Interest Due: $34.00 This seems suspicious to me; I have been meticulous with taxes and ...
2
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0answers
77 views

How do I take the state sales tax deduction if my spouse lives in another state?

My wife and I live in two different states, and I'm currently in the process of filing our 2014 income tax return. We are Married Filing Jointly. I have income from only the state that I live in, and ...
3
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0answers
302 views

First job! I need some DE 4 tax form help

I just got my first paying job and they need me to fill out the DE 4 for California income tax. And to be honest it's a little confusing. http://www.edd.ca.gov/pdf_pub_ctr/de4.pdf Firstly ...
4
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1answer
161 views

W-4 Allowances/Exemptions, how many am I entitled to?

I recently decided to correct my W-4 to minimize my tax refund. I reviewed my paycheck, publication 15, and state withholding instructions to understand the formula used to calculate the tax withheld. ...
0
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1answer
101 views

Self employed, putting away tax money

I am starting to get behind on taxes for my business and in an effort to catch up I'm putting profit towards the taxes. Where can I store it other than my bank? I'm worried I will spend the money, I ...
3
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2answers
80 views

Is it possible to use a 529 plan solely for myself, without any educational expenses?

I was setting up an Illinois 529 plan recently. Contributions to the plan are state income tax deductible up to $10,000 per tax payer per year. It got me thinking: What is to stop someone with no ...
4
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1answer
80 views

Which state gets taxes on money paid for previous year's work?

I moved from PA to IL at the very end of 2013. Because of this I thought my taxes were going to be easy, but I received a final check in January 2014, which included unused vacation time, etc., and ...
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2answers
58 views

Is it possible for state and federal taxes to already have been removed on a 1099-MISC?

I am a PhD student and receive a stipend from the university. I get a 1099-MISC for that money. On the 1099-MISC this year, there's an amount listed in box 4 and box 16 for federal and state, ...
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1answer
50 views

Can I deduct state and local taxes on a 1040A form?

I just finished filing my 1040A tax form when I read that I may be able to deduct state and local taxes from my federal filing. I can't tell though if there is a way to deduct this on a 1040A form or ...
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1answer
72 views

Contribute Federal and State withholdings to company 401k instead?

So I am attempting to devise a way to max my company retirement account. They offer 3% of my annual pay if I put in at least 6% of my annual pay. The problem is that I don't want to take a giant ...
2
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1answer
59 views

State income taxes

I work for a company based in Georgia but live in Florida and the company told me that they have to start deducting Georgia income tax even if I don't live or work in Georgia. Any way out of this?
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1answer
254 views

Capital Gains Tax for State of Iowa: No distinction between short-term vs long-term gains?

I'm trying to figure out how much (if at all) do I have to pay for some long-term (and short-term) capital gains made in 2014, to the State of Iowa (where I reside). This is the instruction given: ...
2
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1answer
235 views

Do I need to pay state tax if I lived in a state for less than a week?

I lived and worked in Washington state for the most of 2014. At the very end I moved to California on the 28th of December, so technically I lived three days in the state of California (being ...
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1answer
45 views

Moving to a state where my employer has no business set up - implications?

I am moving to Colorado, where my company (based in NY and FL) does not have an office. I will still be employed by them, but working from my home in CO. What are the tax implications for the ...
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1answer
154 views

Should I file an amended return as I wrongly filed Form 1040 instead of Form 1040 NR?

I filed my taxes through an agent for the year 2014 but the agent filed using Form 1040 and I found out from other sources that I had to file Form 1040 NR, as in 2014, I was in the U.S. for only last ...
0
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0answers
78 views

Florida remote work for a Georgia based company

I live and work 100% in Florida for a Georgia based company and they are charging me state taxes on my remote projects in the states those projects are in being North Carolina, Wisconsin and Arkansas. ...
4
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1answer
675 views

How can I file this year's tax return if I haven't got the refund from last year's return?

Here's my situation: For the year of 2013, I did not file my federal return within April 15th deadline (I did not owe any taxes, and I was waiting for my wife to get her SSN so that I could file a ...
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1answer
64 views

As non-resident of NJ, should I mention all my earnings on NJ tax return?

I am confused. If anyone's from New Jersey and knows this please answer. On the NJ-1040NR form, the income needs to be stated at line 14 in two columns, one earned in state and one from everywhere. ...
2
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1answer
142 views

Do tax preparers have to report findings of illegal activities to any IRS?

Do tax preparers have to report findings/suspicions of illegal activities —e.g. failure to file for multiple years— of clients or even potential clients (seeking advice) to either Federal and/or any ...
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2answers
116 views

What's the proper way of dividing income/deductions wages between two states?

I started 2014 living in WA and working there. Starting on March 15 2014 I got a new job in CA and started working there. However for about three more month my family was still living in WA and was ...
0
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0answers
63 views

How to fill L1 of California 540NR Schedule D as a part-year resident?

Do I need to fill in all the transactions in the entire year? Or just the transactions happened when I was a CA resident and CA source transactions? If it's the former, why doesn't CA ask a copy of ...
0
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0answers
67 views

Where to find information about taxes in order to compare job offers?

I've been offered a few jobs in the U.S., and being a foreigner I really don't know how to calculate my take-home pay. One is a job offer in NYC with a base salary of 100k, a yearly target bonus of ...
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1answer
49 views

Paid extra tax. Do I need to get a corrected 1099G?

I got a state income tax refund for tax year 2013 from the state of Maryland last year (2014). That refund is correctedly stated on the 1099G I received. However, subsequent to getting the refund, ...
4
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1answer
82 views

How do I deduct state tax overpayment when going from “married filing jointly” to “single”

In 2013 I was married filing jointly. We had underpaid our state taxes by $24,000 so we wrote a check to the state for $24,000. In 2014 we divorced, and are filing separately. The $24,000 can be ...
1
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1answer
180 views

Can I deduct the full amount of a rental loss in two states?

Last October I moved from California to Connecticut, converting my primary residence to a rental. I didn't get it rented out until December, so I ended up with a loss for the year. My California ...
0
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1answer
137 views

State tax issues for NJ resident with DC tax withheld, and likely refunded

Please help this NJ resident with a state tax question. I live, own property, am employed and vote in NJ. In 2014 I traveled to & worked in DC about 70 business days, always staying in hotels. ...
2
votes
1answer
153 views

Potential to live in one of two states: Which is better for optimizing income?

I have accepted a new job on the Eastern Shore of Maryland that I will start this summer, but I will have the option to live in either Maryland or Delaware (about the same commute either way). I'll be ...
1
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2answers
290 views

Not receiving a tax refund because local taxes weren't withheld on my paycheck?

For instance, if the local New York City tax wasn't taken out of my paycheck, does that directly affect my tax refund? From what I understand the calculation for a tax refund is dependent on whether ...
4
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1answer
376 views

Is state tax based on work location or home location

I live in NJ but work in NYC. Which state tax should I pay? Is there a separate city tax as well?
3
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1answer
99 views

Working from home in Vermont as W2 employee for employer in California. Need I file a CA tax return?

I work for a company registered in CA; they have no offices in my state. I'm a W2 employee and they are withholding taxes for VT, where I reside. Will I need to file a CA income tax return? This ...
4
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1answer
103 views

Should I treat HSA as taxable or non-taxable in deciding on bonds if my state does tax it?

If my home state of California taxes the gains in HSA, should I use tax-efficient investments (for example Muni bonds), or should I assume that the market arbitrage on the taxable accounts so using ...
0
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1answer
1k views

Calculating underpayment penalty for Maryland state taxes

I am trying to determine if I am going to owe an underpayment penalty on my Maryland state taxes for tax year 2014. Form 4502UP (http://forms.marylandtaxes.com/current_forms/502up.pdf) states that ...
0
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1answer
69 views

College 529 plan and state taxes

I live in PA, do you know if I enroll in 529 plan before the end of the year and contribute some amount, will I get State tax refund in 2014? I usually owe 0$ on state taxes. I understand if I owed ...
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2answers
108 views

Employer 1099 Pointing to the Old Address Instead of New Address [closed]

Maybe I did not explain the situation correctly. My wife was in TEXAS but the company used her old address (California) address in the 1099 forms. What can I do to remedy the situation?
1
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1answer
405 views

Live in Florida, but work 100% remotely for a Virginia company. Do I owe VA state income tax?

I am moving to Florida in a couple weeks. I will be working 100% remotely for a company that is based in Virginia. Will I still have to pay state income tax to Virginia? Do I have to notify my ...