Questions tagged [state-income-tax]

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

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1answer
17 views

Utah part-time resident tax return calculation question (moved from Texas, which has no state tax)

I have a question regarding Utah part-time resident state tax calculation. Moved from Texas to Utah. 9 months in Texas, 3 months in Utah last year. Texas doesn't have state tax, Utah does. I'm using H&...
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41 views

How do I report restricted stock unit (RSU) income that has vested in multiple states

In 2016, when I started at my current employer, I received a grant of Restricted Stock Units (RSUs) that vests over 4 years. I was employed in our NY office 2016-2018 and San Francisco Office 2016-...
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16 views

State tax return file with ITIN number

I am on H1b visa and have valid SSN number, my spouse has ITIN number. I filed my federal taxes successfully without any issue now it is time to file my Georgia state taxes. I cannot find any ...
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27 views

State tax refund for internship in another state - F1 student

So I am an international student on F1 in California since Sep. 2018, and did a paid internship in New York in Summer 2019. Several questions: For federal tax return, do I just sum the income (and ...
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1answer
52 views

Necessary to file US Federal W4 in addition to state W4?

I already filed a state W4* with my employer - do I need to also additionally file a US Federal W4 with the same employer? Or does state W4 take into account for Federal W4 withholding amount also? ...
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1answer
21 views

CA State Income Tax return CA540NR Federal Adjustable Gross Income (AGI)

I am filing my taxes as a non resident alien manually this year with using some tax software for verification. My Income is $65,000. I have a part of it exempt under US Tax treaty with India and my ...
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0answers
23 views

Filing state taxes as a part-year resident, and full-year federal resident

This question is similar to this one, and slightly related to this one, but with some differences. I have been living in USA for many years, and my spouse is an expat who moved to USA in the middle ...
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0answers
45 views

Can I ignore form 2439?

I got my first form 2439 (Undistributed Long-term Capital Gains). After doing research, it seems that since I didn't actually get any money, the net result is a not-so-large gain after I sell the ...
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3answers
151 views

Sharing tax return with wife?

My wife and I have been separated for nearly 2 years, but are still legally married and filed our tax return jointly. All my income was on a W2, and totaled $140k. I had taxes withheld as normal, so ...
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1answer
25 views

State tax refunds for non-resident aliens and excess

According to the instructions for Form 1040-NR-EZ, tax payers must refer to Publication 525 to decide if any of the state tax refunds need to be listed as additional income in Line 4. Here, for Non-...
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1answer
52 views

How to determine the tax withhold for remote work?

I am a student of state A (resident) and my apartment lease in state A ended at the end of May. Then I went to my wife's state B during the summer. Also, I worked remotely for a company located in ...
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1answer
54 views

LLC in NY State but living and conducting business in Florida only

I am a software development consultant working as a self employed with a single member LLC incorporated in NY State. During 2019 I had moved from NY State to Florida and am serving only one client ...
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1answer
58 views

How do spouses living in different states file taxes?

My fiancee and I are thinking about getting married this year. Currently, we live together in California. My fiancee is going to attend law school in August of this year, in Washington DC. I will ...
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1answer
56 views

Can capital losses be used to offset capital gains for California state taxes?

California treats capital gains just like normal income Suppose I have capital gains of $10k and capital losses of $8k Will this add $2k (from $10k - $8k) to my California taxable income? Or will ...
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28 views

How does withheld California income tax factor into estimated tax installments?

As the venerable federal Publication 505 says, the federal income tax is a pay-as-you-go tax, with two ways to pay as you go: withholding and estimated tax. For estimated tax payments, there are two ...
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27 views

House and family in PA, job and apartment in MA

I moved to MA for work, but my house and family remains in PA, as is most of my "stuff". I earn my income In MA and spend the week in a rented apartment in MA and come back to PA on weekends and ...
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25 views

Do I have to file a state tax amendment form too if I filed an incorrect federal return?

Last year (2019), I wrongly filed tax as resident. But I am non resident alien and F1 international student. I filed 1040x amendment form for federal tax. Now my question is that do I need file an ...
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30 views

How to report form 1042s information on form 540nr 2019

I'm an international graduate student living in California. This year, I received both W2 and 1042-S forms (Half the year I was on a fellowship grant and the other half I was being an RA). I have ...
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1answer
91 views

How do I know whether to classify HSA income as dividend or interest?

I live in California, where the interest and dividends earned in an HSA are taxable. They need to be reported on the Schedule CA (540) on line 2 (taxable interest) and line 3 (ordinary dividends). I ...
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1answer
105 views

How do I handle US State Income Tax for the 2020 COVID-19 Coronavirus Filing Extension

While the IRS has a page on the Coronavirus impact is there any resource on handling the various State Income taxes. Are they extended like the Federal Income tax or do I have some relief due the ...
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1answer
22 views

What is the income tax exemption proration policy for Massachusetts part-year residents?

I moved to Massachusetts in the second half of 2019 and started a new job. I'm trying to calculate my exemption for the 2019 tax year. The "2019 Massachusetts Nonresident or Part-Year Resident Income ...
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1answer
90 views

Can my employer's payroll company be liable for not withdrawing enough State taxes from my income? [duplicate]

My employer's payroll company did not withdraw the correct percentage of state taxes from my year's worth of paychecks. I'm now liable for $2,000 in state taxes. Can the payroll company be held ...
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53 views

Income tax on property sale through LLC in another state

I was a small-time partner in an LLC that was set up to flip a house in NJ, and I live in MA. The LLC was set up in NJ, bought the old property, flipped it, and sold it. I received a K1 from the LLC. ...
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1answer
68 views

Tax implications of working from another state due to coronavirus

I work for a company in California which is recommending all employees work from home because of the coronavirus pandemic. I am thinking about working from Michigan instead as an opportunity to visit ...
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West Virginia or New Jersey state income taxes

I live in Texas. I receive oil and gas royalties income from my properties in West Virginia. I have the 1099-MISC. The company that sent me the 1099 MISC is located in New Jersey. What state do I ...
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1answer
173 views

I work remotely for a company in another state. Both states are witholding taxes from my paycheck. Is this right?

I live in Pennsylvania. I work full time 100% remotely for a company that is located in Connecticut. On my first paycheck I was surprised to find that I was having state income tax withheld by both ...
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27 views

Residency Questions for International Student while filing Tax

I am an international citizen. I studied in New York City in 2019. I interned in California during the summer for about 3-4 months. On December 25th, I left NYC for my home country and returned to ...
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1answer
37 views

As a Self Employed LLC filer living in NYC. How can I estimate my taxes? Is there a Tax filing form simulator I can input numbers into?

I have the following example values of: Self Employed LLC Income: 50K (Computer Repair Business) Married filing jointly 2 children No mortgage or property. We rent. Paying for daycare - $800/month. ...
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36 views

US Citizen living permanently abroad working for US company vs State and Local taxes

I am US and EU citizen and I am going to start working remotely from EU for US company. It's going to be a full time employment (w-4/401k etc). Am I required to pay state and local taxes (NY in this ...
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1answer
125 views

Why does New Mexico (apparently) require withholding more income than is required to cover state income tax?

New Mexico has four tax brackets, which for married filing jointly breaks down as (at least in 2019): 1.7% for $0-$8000, 3.2% for $8001-$1600, 4.7% for $1601-2401, and 4.9% for $2401 and above. I'm ...
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1answer
67 views

Break-even for itemized deductions in Maryland

The federal standard deduction for married filing jointly in 2019 is $24,400. The Maryland state standard deduction is only $4,550 and you cannot itemize on your state return unless you itemize on ...
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1answer
45 views

Bought first home in another state while renting and working in another state ( bought in New York while renting in Connecticut)

I bought a house with my father in New York City while I live and work in Hartford Connecticut and I'm not sure where I need to file taxes as considering my primary residence. I appreciate your advice!...
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1answer
79 views

What percentage of CA state income tax may I assume is local?

I am a NRA in Columbus, Ohio. I am trying to file my Columbus income tax. Having had an internship in Palo Alto, CA for 3 months in summer my CA W2 from internship shows no local taxes paid. Therefore ...
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56 views

Why is NYS supplemental rate so high?

For 2019 the NYS suplemental withholding rate was 9.62%. However the maximum tax bracket in NYS is 8.82% for 2019. This means that even for the highest earners the withholding will be too much and ...
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1answer
71 views

Is interest “earned” in an HSA even without taking any distributions?

I live in California. During 2019 I contributed to a Health Savings Account; I didn’t take any distributions. I’m reading the 2018 instructions for Schedule CA—the 2019 instructions don’t seem to be ...
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1answer
245 views

Why did TurboTax underestimate my California state taxable income?

I just received two bills from the state of the california franchise tax board saying that my state tax for 2015 and 2016 are missing a few thousands plus interest. The reason was that turbotax way ...
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60 views

NY & Federal Quarterly tax payments for someone with Fulltime job and a side gig?

In 2020 I want to start paying estimated quarterly taxes but I am not sure exactly how to calculate the amounts. If I make X$ yearly income from my full time job have maximum withholding. I also ...
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0answers
84 views

Does a state tax credit received as a gift count as income?

I have received a state tax credit for a historic rehabilitation project, which for a fixed fee the state of Arkansas allows me to partially sell/transfer. Whoever has the credit has up to five years ...
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1answer
106 views

State Tax Error

I completed the paper work with my new employer to have state taxes deducted from my pay. The employer enter the information into the ADP system and the ADP screens indicate that state taxes to be ...
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0answers
66 views

Using a US state for payroll while not being a resident

I'm an American currently living in France with my wife (also an American). She has a part-time job working remotely for an American company. This company uses a US-only payroll company, so my wife ...
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1answer
38 views

Claiming tax exemption to use the funds for Capital Investment

I currently work as a server/bartender, and saving up to get a food truck off the ground. Suppose I claim tax exempt on my W-2 (with the restaurants I work for) and use 70% of gross funds for Capital ...
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49 views

How would investing in real estate (REIT or similar) affect my tax situation in the U.S.?

My wife and I are in our 30s and bought our first house this past year. We don't expect to have enough money to buy a rental property or another house in the foreseeable future, but we are ...
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0answers
55 views

Approximate tax savings if NYC employee moves residence from NYC to NJ?

How much would an employee expect to save on tax bill by moving residence from NYC to NJ, approximately? Assume $200,000 income, single, no dependents, $0 for everything else (IRA, 401k, investments, ...
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1answer
68 views

How do I determine US state residency and income source for income tax filing?

This year I have a somewhat tricky situation for state income tax filing (US). I am a professor at a university in Colorado, but I'm spending the academic year in Connecticut on sabbatical leave, ...
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1answer
64 views

State income taxes when traveling to another state

I live and work in CA for an employer in San Francisco, but I travel often to FL and work there remotely for a total of perhaps 2-3 months a year. Am I supposed to pay state income taxes to CA during ...
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1answer
73 views

Clarification on State Income Tax

I live in the StateA and work in the StateB as a Contract Employee. Every day, I commute to my work. My Employer ( Contract Holding Company ) operates from StateC. My clarification is, Whether my ...
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1answer
2k views

Does the amount owed listed in my account on irs.gov include both federal and state taxes owed?

I don't see any kind of indication of whether the amount owed listed in my account on irs.gov includes both federal and state or just federal. I've received letters in the mail about how I owe state ...
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1answer
114 views

Tax implications to sell my pre-IPO shares through Sharespost

Several years ago, I was granted some RSUs from a company and I'd like to sell those RUSs in Sharespost (sharespost.com). I want understand the tax situations here. Let's just say I paid those shares ...
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0answers
66 views

NYS Part-time return and Federal Foreign Earned Income Exclusion

I have a hard time to understand how to report the Foreign Earned Income Exclusion on New York State form IT-203 when filing as a part time resident. Specifically, I was living in NYC, accepted a job ...
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17 views

NYC Tax Rates on Educational Software

I've received consumer subscriptions, and now sending an invoice to a school, for an educational technology piece of software (a web based video game, non-downloadable), and am curious about NYC tax ...

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