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

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4
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1answer
45 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 ...
1
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2answers
45 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, ...
0
votes
1answer
35 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 ...
-1
votes
1answer
42 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
votes
1answer
49 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?
0
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1answer
38 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: ...
0
votes
1answer
96 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 ...
1
vote
1answer
33 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 ...
1
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1answer
40 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
26 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
votes
1answer
455 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 ...
1
vote
1answer
43 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
votes
1answer
121 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 ...
0
votes
2answers
63 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
votes
0answers
45 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
63 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 ...
1
vote
1answer
37 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
votes
1answer
66 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
vote
1answer
121 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
votes
1answer
79 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
81 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
vote
2answers
146 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
votes
1answer
160 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
votes
1answer
83 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
votes
1answer
74 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
votes
1answer
610 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
votes
1answer
53 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 ...
-6
votes
2answers
91 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
vote
1answer
197 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 ...
5
votes
1answer
527 views

Am I required to file a Georgia tax return?

I've been employed by a Georgia-based company since 2009, but living in Kansas and working from home. All this time I have only ever filed a Kansas (and Federal) tax return. However, an answer to ...
0
votes
1answer
80 views

Do I live in a state for tax purposes if my permanent home is in another state?

I lived in New Jersey for 20 years, but relocated to New York on 9/1/2013. I still own my house in NJ, my car is registered there, and almost all of my business for 2013 (except health insurance) is ...
5
votes
1answer
218 views

Do you have to pay New York State Income Tax if you live in New York but work remotely for a Florida based company?

If an employee lives in New York, works independently on project for a Florida based company. No state tax in Florida. Does employee have to pay New York State tax?
5
votes
2answers
769 views

Owing state tax Interest and a result of living in Maryland and working in Virginia

In 2013 I've worked in Virginia and lived in Maryland the entire year. My wife worked in Maryland. My employer withheld state taxes for Virginia (I asked my employer whether he could withhold my ...
1
vote
3answers
683 views

How are part-year California resident income taxes calculated?

For the sake of simplicity, let's suppose that a person's total yearly income is $100,000, all as W2 wages from the same employer. That person lived in one state from January 1 - June 30, and then ...
2
votes
2answers
207 views

When is money in a private stock sale considered income for tax purposes?

I am planning on moving outside of New York state, and I am also selling some shares of stock. The actual papers were submitted and dated before I will leave New York, but the actual wire transfer of ...
1
vote
2answers
134 views

US Tax: Can I modify my state tax return after submitting?

This is the situation I find myself in: I'm a student on F-1 visa, and my wife has been staying with me on a F-2 visa since the last year I wanted to file a married tax return, so as to get the tax ...
7
votes
1answer
417 views

I gave an incorrect account number to pay my income taxes

I used TurboTax to prepare and e-file my federal and New York State tax returns. I owed money on both and I elected to have the amounts debited from a savings account. When the transactions never ...
3
votes
1answer
560 views

Amend 540 to 540NR (California State Tax)

A few of my friends and I are on F1 Visa and had to file our 1040NR and 540NR tax return forms. We used the e-file option at https://www.ftb.ca.gov/ to file our state tax and it had generated a 540 ...
0
votes
1answer
587 views

K-1-P (or Equivalent) from Multiple States

In 2012 and 2013, I worked for a company (LLC) that awarded me shares in the company as a form of compensation (edit: the shares were issued in early 2013). I have since left the company and they ...
2
votes
2answers
200 views

Do I have to pay state taxes on income not earned while living or working in that state?

[All values are approximate] I moved to Pennsylvania, from Maine, last June 1st. I ceased all residency and employment in Maine on the 31st of May. In doing my taxes this year (using HR Block ...
1
vote
1answer
125 views

How do I properly file state income taxes for a 1099-B that has an out-of-state address?

I have a brokerage account with my old address on it from a different state (New York) than my current residence. Therefore the 1099-B and 1099-DIV were issued with the old address on it and I assume ...
4
votes
2answers
1k views

Why do I have to pay Georgia state tax when I work in South Carolina?

I live in Georgia and worked in South Carolina. When I did my tax return, it says I get a refund from South Carolina but have to pay a state tax in Georgia. Can somebody explain this please?
2
votes
2answers
1k views

What is my take home salary in Chicago for 110K annual?

What will be my take home salary in Chicago if I file as married jointly and I have no children. I am the only income earner. What is the effective tax rate and how much federal/state allowances do I ...
0
votes
1answer
4k views

California state taxes on Health Savings Accounts

I recently started an HSA. For federal income taxes this is a great deal because I get to contribute pre-tax and take tax-free distributions for medical expenses, or after age 65 I can take ...
0
votes
1answer
106 views

Can you legally refuse to accept out-of-state income after quitting a job?

When you get income, you are required to pay taxes to a certain state. What if you worked on a W2 job, then quit and moved out of state, and then the accounting department pays you some symbolic ...
2
votes
1answer
81 views

I had to pay an adjustment and interest on an old state tax return. How do I account for this on my later return(s)?

I received a letter from my state's department of revenue saying I owed them an extra $200 because of an error in an old tax return. They also tacked on about another 10% interest for the nearly 2 ...
5
votes
1answer
617 views

Moving mid-year to a no-state-income-tax state (Indiana to Washington)

It is my understanding that if you move from one state to another mid-year, then, depending on the states and the details of the move, in each state, you are generally either taxed only on the exact ...
6
votes
3answers
5k views

Which state do you pay taxes in if you work in a different state than your employer? Specifically, if you live DC and work for a company in New York?

I've been doing some research on paying state taxes while working remotely and I will be consulting a tax advisor or CPA in regards to the matter; however, I love the StackExchange and I wanted to see ...
1
vote
2answers
626 views

Can a non-California resident have CA licence plates & driver's licence without risking being deemed a resident for tax purposes?

I'm a California resident and I'm moving out of state to the East Coast for a new job which is a 2-year contract. I'll most likely end up in California again after the said two years. Do I have to ...
2
votes
2answers
130 views

Do I owe state taxes for a temporary (4 month) residence in California?

During 2012, I spent the first 4 months living in California while in a startup accelerator program. I had a California apartment lease with my name on it during that time. I earned income during ...