Questions tagged [state-income-tax]
For questions relating to state income taxes. For most questions, a state-specific tag should also be included.
-3
votes
0answers
55 views
Street address required for DHL Courier Delivery [duplicate]
I would like to courier a package to
Personal Income Tax
Franchise Tax Board
Sacamento
California
95827-1500
USA
What is the Street Address for DHl couriers as a signature is required?
22
votes
6answers
6k views
Is the Standard Deduction better than Itemized when both are the same amount?
For 2018 the standard deduction is $12,000 for individuals, $24,000 per household. If someone's itemized deductions equals the standard deduction, or is very close, which one is better to take?
For ...
1
vote
1answer
89 views
Why is California's income filing threshold GREATER than the standard deduction?
For California, the tax instruction booklet says that you need to file the income tax forms if your income is over $17,693 "gross" or $14,154 "adjusted".
However, the state's standard deduction is ...
0
votes
1answer
45 views
Incorrect state on W-2 withholding
Working on TurboTax, and I notice that my W-2 shows my tax withholding for NC.
I moved twice last year with the same employer as I move to work with their client. But seems my tax withholding didn't ...
0
votes
0answers
57 views
Can't file taxes probably due to ITIN -> SSN change
I get the following error while filing married filing jointly taxes in California via TaxAct (electronically, paperless):
Rule Number: F540/NR/NRS/2EZ-230 Rule Number Description: There is an
...
0
votes
1answer
27 views
Can a nonresident alien claim the NY State Standard Deduction (2018)?
Can a nonresident alien (Form 1040-NR-EZ) claim the NY State standard deduction or does he/she need to claim itemized deduction (like on the federal return)?
1
vote
2answers
68 views
Am I a part-year resident or non-resident of the state of Illinois for tax purposes?
I am having some trouble determining my tax status for the state of Illinois. I was a J1 (short term scholar) in the state of Illinois for 3 months. From reading this piece of information for first ...
1
vote
1answer
30 views
NJ 1040 Dividends
For the NJ 1040 do you add together your ordinary dividends and qualified dividends or are the qualified dividends already part of the ordinary dividends and I should just report the ordinary dividend ...
0
votes
0answers
22 views
Trading or Investing on Equities Annual Taxing in California
Trading
Imagine an individual trading account for 2018 fiscal year increased from ~$100K to ~$200K
Total amount of trading transactions were at >~$20M
Imagine for a married couple with another ...
5
votes
3answers
2k views
Can I use UPS to send my tax returns from abroad to IRS Austin?
I have used an online service to do my taxes and they have asked me to mail the signed returns along with my W2s and other documents to IRS at Austin and the treasury dept of New Jersey for the state ...
1
vote
1answer
51 views
CA Safe Harbor Estimated Taxes
Assuming no income taxes are withheld, does paying 30%, 40%, 0%, and 30% (33, 44, 0, and 33 for high earners) of previous year taxes by each respective estimated tax due date meet safe harbor ...
3
votes
0answers
45 views
Declaring taxable income for a minor in the United States
I am 16 years old, located in the United States (Texas), and I am currently embarking upon entrepreneurial endeavors.
The main ways, via those aforementioned endeavors, that I would earn money are ...
1
vote
1answer
55 views
Received a Federal tax refund/credit from 2016 in 2018. I itemized. Do I report this as income on state taxes 2018?
I had a refund or credit on my 2016 Federal taxes. I decided not to take it but put it towards the following year 2017. However the next year it did not come up while doing taxes. So a month after ...
1
vote
1answer
187 views
Does New York State law require me to e-file if I use TurboTax?
If I use Turbo Tax to prepare my taxes with locally installed software, and specifically Turbo Tax with New York State, to prepare my returns, am I permitted to file my returns by mail and paper, or ...
1
vote
1answer
83 views
Do I not have to pay state tax on capital gains on my stock sales?
I live in NJ and for tax purposes, I am a full year resident of NJ. In the NJwebfile site, I cannot find any option to report capital gains on my stock sales. Also in the instructions, I could not ...
4
votes
1answer
128 views
State income tax : full resident, spouse part-year resident: joint return possible?
In 2018 I was a resident of New Jersey the whole year, but my spouse was a part-year resident: he permanently moved to Germany on August 1st and established his domicile there. After that date, he ...
2
votes
1answer
236 views
What state do I pay taxes to, if I'm nomadic?
Let's say I live in an RV and move camps every week or month, moving between states frequently. When tax time comes, which state do I pay?
0
votes
0answers
29 views
How do Rent Concessions affect the DC Renter Tax Credit?
I live in a rent-controlled apartment in Washington DC, and my landlord engages in a scheme to get around Washington DC’s rent control laws. How it works is that my nominal rent is $2000, but I get a ...
4
votes
1answer
509 views
My girlfriend has lived with me the entire year of 2018, with no job. Does she need to file a State tax return?
I work in a contracting company, so I sometimes have to move and work every few months. I have been in NC, then IL, and now in AZ.
My girlfriend lives with me, and she is a full-time student (since ...
0
votes
1answer
47 views
How do I get a notice number to pay North Carolina income tax?
This page says I can pay my North Carolina individual income tax using the online payment system: https://www.ncdor.gov/taxes-forms/collections-past-due-taxes/payment-options
But the online payment ...
2
votes
0answers
33 views
PA state tax for CA income as an F-1 student (nonresident alien)
I'm currently studying in PA on F-1 visa and have earned my only income last year from CA (internship while on CPT). I understand I should file state tax with CA as a nonresident. But I'm confused ...
1
vote
2answers
98 views
On a 1099-MISC, do you pay state, federal, social security and medicare taxes? Anything more or anything less?
If I work on a 1099-MISC, I will pay approximately 15% for social security and medicare. Do I also pay for state and federal taxes all the same?
For example, I see NY state tax is 6% and since I will ...
0
votes
0answers
43 views
How to report HSA capital loss on California tax returns, Schedule CA 540 form?
How do we report Capital losses on HSA for California State taxes form schedule 540?
Do we need to attach Schedule D (of CA)?
0
votes
0answers
16 views
Do I need to report state tax refund if I did not itemise my deductions in the year I paid taxes? [duplicate]
I had not itemised my deductions in 2017 and received a state tax refund for that year. The FTB (California) did not send me a 1099G either. Do I need to report that refund for 2018 taxes?
2
votes
0answers
28 views
Portioning taxable state refunds when living and working in different states
I live in Indiana, but work in Illinois -- some of my job contracts are on-site in Illinois, and others are remote work. Last year, I received a taxable state refund from Illinois.
In my Schedule NR ...
0
votes
1answer
47 views
1099-R: Converting nondeductibe IRA to Roth
My wife opened a Traditional IRA in late 2017, and then funded it with $5,500 after-tax (nondeductible) dollars in January 2018. We made sure to tell Vanguard that the contribution was for 2017.
We ...
1
vote
1answer
33 views
Adding nondeductible 1099-R reduces refund
I'm using TurboTax to do my taxes for FY2018.
I make nondeductible (after-tax) contributions to my Traditional IRA, and once the funds settle (but before investing the funds), I convert the entire ...
53
votes
10answers
19k views
What dissuades people from lying about where they live in order to reduce state income taxes?
Lets say you work in Chicago and live in Chicago but put your home address as somewhere in Indiana. Then every week you collect the mail that is being sent to you in Indiana. Wouldn't you save a lot ...
0
votes
3answers
87 views
Deferring a W2 income to another year for tax return filing
I worked for 3 companies in two states. I moved to my current company on Dec 1, 2018. I got bonuses and sign-on bonus from all 3 companies (although I returned the sign-on bonus to one because I left ...
-1
votes
1answer
106 views
No state refund this year? [closed]
Last year I received roughly $500 state tax refund. Everything is the same EXCEPT for the fact that I took on Full time(same company) in November. I did contribute to my new Retirement Plan, but it ...
0
votes
0answers
27 views
How to compute the “Total Adjustment Requested” when filing a dispute following a tax audit from Massachusetts?
I got audited by the state of Massachusetts, USA, due to a mistake I did when filing my 2015 Form 1 (mirror). The audit's conclusion was that I have to pay 1000 USD to Massachusetts, and in addition ...
1
vote
2answers
97 views
Taxable State Refund (1099G) combining two returns
I just got married last year.
When I fill out my 1099G (filing jointly), after I take my state tax refund from 2017 am I allowed to subtract my wife's state tax payment from 2017? Or do I simply have ...
0
votes
1answer
51 views
Late estimated quarterly payment because state failed to act on ACH authorization
In October I submitted payment for Q3 taxes to PA and received a confirmation number for my payment. But they failed to act on that authorization until January, when they must have noticed it at the ...
2
votes
0answers
28 views
Should I indicate on Form 1 for 2015 for Massachusetts my current address or my address in 2015?
I am filling out a 2015 Form 1 (mirror) for the state of Massachusetts in the United States. My address has changed since 2015: I now live in a different state in the United States. Am I supposed to ...
1
vote
1answer
56 views
Can I deduct 529 college savings plan contribution from California income tax as a gift?
When I contribute to a 529 college savings plan, can I deduct the contribution from my California income tax as part of the gift tax exclusion (up to $15000)?
22
votes
8answers
10k views
Why did the federal government ever allow taxpayers to deduct their state taxes from their federal taxes? [closed]
At the end of 2017, President Trump signed into law the Tax Cuts and Jobs Act with among other things eliminated the federal tax deduction for state taxes paid.
Essentially, the federal government ...
0
votes
1answer
101 views
I worked in two states for the same company
I worked for the same California-based company in 2018, working remotely from home. I am a 1099 employee, so my employer does not withhold any taxes. I lived in California for six months, then moved ...
0
votes
0answers
15 views
Non Resident selling Canadian property tax implications
I understand the Federal Tax implications, but does the Non resident also pay provincial tax in which the property was sold or only federal tax and surcharge.
1
vote
0answers
24 views
State Tax on Sale of Michigan S-Corp for Non-Resident
I have a family member that will be a resident of Florida for 2019. He is contemplating selling his business based in Michigan (S-Corp). He can run the business remotely (but anticipates spending ...
1
vote
0answers
48 views
State tax refund different from what's indicated on Turbotax form
I am digging into a past year's Utah tax return (due to an audit) and I see that
42 TOTAL DUE - PAY THIS AMOUNT is over $500; I used Turbotax and I'm seeing that on my downloaded, filed tax form.
...
0
votes
0answers
51 views
Which state income tax will be applied on working as a traveling employee?
I live in State A where I have my home address. My work location is in State B. I also do work from home. When I travel, I stay in hotel.
Will my state tax fall in State A or State B? Can travel/...
1
vote
1answer
57 views
Can I purchase and sell a property through my c-corp if I have a personal tax lien with my state?
I would like to execute a simple contract assignment (double closing) on a real estate deal. The initial title work came back an there is a lien against me personally for taxes owed to my state. I ...
0
votes
2answers
329 views
Do the dividends in NJ's 1040 include both the ordinary dividends and qualified dividends from the federal 1040?
I'm just wondering if I can calculate the dividends for New Jersey's 1040 by summing the ordinary dividends and qualified dividends boxes from the federal 1040.
How about a part-year resident? Do I ...
1
vote
1answer
107 views
Question about federal taxation of state refund (US)
I'm doing my 2017 taxes and I've been extremely confused by how federal taxes treat state refunds. Here are the details:
In 2017 I paid $750 as part of my filing for an extension for my NY 2016 state ...
2
votes
1answer
76 views
Tax returns while working in 2 states
Situation:
NYC Resident
Work 1-2 days a week in NYC
Work 4 days a week in CT
Employer is taking taxes of my paycheck to both states which sums up to about 40% in taxes
Questions:
I was reading that ...
3
votes
2answers
99 views
Qualifying as a Professional Musician to Deduct Cost of Instruments
I've been a hobbyist musician my whole life, playing random paying gigs from time to time. The group I am with now all have day-jobs as non-musicians, but we plan to start playing shows and recording ...
7
votes
1answer
173 views
Can I choose which state to pay income tax to when I am traveling and have no permanent residence in the US?
I am leaving for a year-long trip around the world. I will have an income while traveling. Is it possible for me to choose which state will tax me as I will not have a permanent residence in any state?...
2
votes
2answers
59 views
Rates and valuation notice is it equivalent to market value of a property in Victoria, Australia?
I received a rates and valuation notice from the council and the valuation of the property is approximately $80,000 less than what I paid for it 6 months ago. This is my first mortgage property and I ...
4
votes
1answer
206 views
If I work 100% remotely for a Florida company but I live in Virginia, do I have to pay Virginia state income tax?
I am moving to Virginia from where I am fortunate enough to be able to work remotely for a company in Florida. Florida has no state income tax. Do I have to pay Virginia state income tax?
1
vote
0answers
99 views
State tax implications of a dual citizen who moved overseas to other country of citizenship
Last state of residence was NY, but I have no property / other ties to the state. I do however maintain bank/investment accounts using a relatives address just to make things easier regarding mail/etc....
