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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How much tax return can I expect from a mortgage compared to standard deductible
I am only looking for a rough ballpark estimate.
For a single Californian with 190k/yr income:
Scenario 1 - all else being equal, I go with standard deductible.
Scenario 2 - all else being equal, I ...
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Should my wife claim our child as a dependent when filing her NY state income taxes if we both live in CT and I claim the kid on our CT and US taxes?
My wife and I are Connecticut residents. I work in Connecticut, but my wife just accepted a new job in New York State. We're planning to file our tax return jointly as we have done in previous years....
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Schedule CA 540 Part I Section A: what role do the little 'a' rows serve?
I'm a bit baffled looking at the Schedule CA 540 form in its Part I Section A set of rows. There's the rows that form the matrix against the various major columns A, B and C, but there's also this set ...
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Income Tax Return filing for 2022: Home Office and W-2 Employee expense deductions for hybrid employees
I receive a W-2, as an employee, and I now work a permanent hybrid schedule but I can come into the office if I want to. I'm classified by HR as a hybrid employee. I know the federal home office ...
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Taxation details when changing states in the middle of the same job
I looked up the answer to this question with the specific details that it has but couldn't find one.
Let's say you have a work-from-home job with a NYC-based company. You are a NY resident and you ...
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How to attach amended federal tax return to fresh California tax return?
California income tax (paper Form 540) requires attaching a copy of the taxpayer's federal return. If, when filing a given year's California Form 540 for the first time (not amended), the federal ...
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How do I fill out the DR 0104x Amended Colorado Individual Income tax return form?
I want to amend my state taxes because I forgot to claim an EV tax credit, which I see is box number 24 on the form. Should I just fill that part out since that's the only change to my taxes? Or ...
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Can I submit my U.S. state income taxes in multiple envelopes?
I have a 12 page return and I have a number or pre-stamped envelopes. I read that I should only put 3-4 pages in each envelope.
Can I submit them in multiple envelopes?
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Colorado income tax voluntary contributions: how do you get a receipt?
When filing a Colorado individual income tax return, one has the option to donate some or all of your refund to a charitable fund chosen from a list: Form DR 0104CH. (It is also possible to write in ...
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Can child daycare expenses be deducted on IL state taxes?
Can child daycare expenses be deducted on IL state taxes?
We're doing our own taxes and everything we've read has led us to believe that the answer is no, but just wanted to double-check to be ...
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Remote work. Company in IL, I am a resident of Washington
I am domiciled in Washington for the entire year. My employer is IL based, and does not have an office in Washington.
Similar to Remote work. Live in one state, company in another state. tax ...
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USA | Error in Online filling IL state income tax return
This question is relevant for people in USA only. I am trying to file Illinois state tax return online. I am a first time filer with Illinois (the system is supposed to work for first time filers.). ...
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How to calculate or define moving expenses for California resident tax deduction?
Situation:
I meet the distance & time test for California Moving Expenses Deduction. Move was within California, in 2021. Single person household. The distance one way is 181 miles, using own ...
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Income tax exemptions and deductions for Illinois part year resident?
I was a resident of IN till mid-September 2021 and then I moved to IL. I want to know what type of exemptions and deductions I should be looking for in my part year IL income tax. Like in IN we used ...
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How were these values calculated for Federal and State Income tax on my pay stub?
My pay stub says:
Gross Pay $5,833.96
Federal Income Tax $681.00. <== ?
Employee Social Security $361.71
Employee Medicare $84.59
GA State Income Tax $295.20. ...
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Do post-year contributions to solo 401ks determine in which year the income is taxed?
I am an independent contractor with my own single-member LLC. I completed a lump-sum work contract in late 2021, invoiced the client at that time, but was not paid until January of 2022. I have a solo ...
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W2 form box 16 (state income) meaning
I work for a company based in NY, who pay my salary into a US bank account.
I live in Japan, and all my work is done remotely from Japan.
The address in my company HR records is a PO Box in New Jersey....
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Sold Calif. house for more than we paid, but moved to more expensive Calif. house. Do we owe tax?
Bought house [A] in May 2019 for $590k.
In 2021, bought house [B] for $915k in July and sold house [A] for $754k in Dec. Moved from A to B july/aug 2021.
UPDATED 1/15/2022...
Both houses were our ...
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Sales Tax Nexus
I run a tiny business with a miniscule online presence. I have an Avalara sales tax SaaS attached to my online checkout. It will automatically calculate a customer's sales tax based on where my ...
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Do MLPs report identifiable information about unit holders to federal or state governments?
Unit holders of MLPs receive a schedule K-1 form to use in tax filing. Often these partnerships operate in many states, and you'll also receive a state specific k-1 form.
For example, Enterprise ...
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Do state and city taxes get pulled out concurrently?
I'm trying to figure out if I should accept a job offer in NYC.
Here's tax bracket information for NYC.
Here's federal tax information.
I'm trying to figure out how much of what I'm being paid I'll be ...
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What should my state tax withholdings be? I live in VA and work remotely for a CA company
I work remotely for a company in California, but I'm a Virginia resident 100% of the time. This is my first year working for this company. Last year, I claimed 1 exemption on my VA taxes (myself).
For ...
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How does capital gains tax work on a year when you move from one state to another?
I recently moved across the country (about 3 months ago) and was wondering if I am able to sell any of my equity without a huge tax penalty. I definitely acquired the stocks long before I moved (more ...
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How to respond to CA 2020 tax penalty notice? I forgot to indicate I had health coverage
I received this mail yesterday:
PICTURE OF MAIL
I am a student with F1 visa status and filed both federal and state taxes for 2019 and 2020. I do have an external scholarship that includes a very good ...
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Why did I receive tax penalty on paid family leave from the California tax board?
I just received a notice from California tax board that says I owe state tax on the deduction I claimed in 2017 for paid family leave. This was filed through turbotax so I assumed it was accurate. I ...
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How will Washington State Long Term Care tax affect workforce joining in the future
Washington state is planning to bring in a new Long Term Care tax that is going to be 0.58% of the total income. To opt out, tax payers need to buy a private policy before 2021/11/01 and then apply to ...
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Where does "state tax" come into the picture in Sweden?
Having never had anyone clearly explain this to me, I'm trying to figure out how much taxes the government wants me to pay. In particular, I'm confused about the concept of a separate "state tax&...
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CA Tax return change - missing 3853
I am a non resident for the entire year in the US for the year 2020. I however do have some residual income coming in from shares vested on me previously when I was working in the US. So I continue to ...
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Strange number on Massachusetts Form 1-NR/PY
I see the following:
Referring to line 3, I understand I have to divide the total days as Massachusetts resident with 365 and carry the division to four decimal places. This is explained nicely in ...
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Which mailing address to use for disputing a California Franchise Tax Board 5818 Notice?
I just got an FTB 5818 Notice saying that I don't have Health Insurance.
I am planning to dispute it by sending in my 1095-B.
Question: Which mailing address should I be using:
Franchise Tax Board
PO ...
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Do counties in Illinois collect individual income tax (IIT)?
I did a google search on this issue and I didn't find a firm answer to this question. I did find that in Illinois a county will charge property tax (which varies with county) and there is a flat state ...
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New York state income taxes for out of state remote worker [duplicate]
I am looking at taking a job offer from a company based in New York. The position is fully remote and I live in Utah.
I have been trying to find information on what my state income taxes will look ...
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Washington Resident Purchasing Home in California
I was formerly a resident of California (before 2019). I still have family there. Now I was considering purchasing a home in California, that my mother would live in. My mother is almost 70 and ...
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Is telecommuting due to covid valid for taking the home office deduction for W-2 employee for New York State Tax Return?
For W-2 employees, as far as I know, you cannot take the home office deduction for your federal return, if the reason is telecommuting due to covid. It must pass the "convenience of the employer&...
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Can you declare home office use for New York State return but not Federal?
Due to the 2018 IRS Tax Law, W-2 employees lose out on most work expense deductions including home office deduction, as I understand it. And for this year, you cannot use the home office deduction due ...
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What re the federal and Calif. solar tax credits or deductions for a solar power systems and batteries purchased in California in year 2019 and 2021?
Bought a new solar power system for my primary residence for $65k in July 2019.
Then moved this year and bought a $90k system Nov 2021.
I'm using Turbo Tax.
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Clarification regarding CA source income for non-resident
I am filing taxes for 2020 as CA non-resident because I have provided a CA address on my US trading account. I have foreign earned income, foreign interest, dividends from the trading account, and US ...
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Can one qualify for the Young Child Tax Credit if they don't qualify for the Earned Income Tax Credit
In USA California State income tax if one knows they don't qualify for the Earned Income Credit (EITC) can they also deduce that they are also not eligible for the Young Child Tax Credit (YCTC)?
...
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If my employer is based in PA and I live in Mississippi and the employer withheld PA state taxes, how do I fix this?
My employer is a trucking company, I live in Mississippi and they collected income tax from me and remitted to PA. How do I get a refund from PA and pay Mississippi income taxes?
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How to calculate Net Investment Income Tax: Expenses Allocation (IRS Form 8960)
In an answer to this question, @dave_thompson_085 quotes the section from the Form 8960 instructions dealing with line 9b - allocation of state tax investment expense.
Reading the answer and the ...
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Itemizing charitable deductions on California taxes while taking standard deduction + 2020 charitable deduction on federal taxes
This question is pretty specific, but it's worth a try. Apologies in advance for the length; I'm aiming to be as clear as possible.
In 2020, as a provision of the CARES Act, it is possible to take the ...
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Effect of new tax plans on inherited assets?
I was reading this article on Biden's new tax plans and had a few questions. They propose the following situation where these new laws would come into play.
Consider, for example, an entrepreneur who ...
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Is New York's formula for taxing non-residents constitutional? How? [closed]
When a New York State non-resident has NYS income, NY's tax rates are based NOT on the absolute amount of the NYS income, but on the non-resident's federal income, pro-rated to the percentage earned ...
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Filing my Taxes and Paying later
I plan to file my US 2020 Income tax return in the next few days. However, I am not planning on paying the amount due to around May 15. I plan to do the same for the state of NJ. Is there any issue ...
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Which state income taxes apply on executor income (executor resident state, or state in which probate occurs)?
I am a beneficiary and executor of estates of two relatives that died in WV. I reside in another state, which also has state income taxes.
Do I claim the executor income in my state of residence? or ...
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Change State Income Tax
During 2020, my permanent address from January 2020 to August 2020 was in New York City. From September 2020 to December 2020, my permanent address was in Pennsylvania. Here are some notes:
From ...
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How to avoid the $800 minimum franchise tax as a California resident with out-of-state business?
Assume a California resident sets up an out-of-state trust, which in turn is the only member (and manager) of an out-of-state LLC for business in another state (e.g. holding rental properties outside ...
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NY state tax when living in NY and working 100% remotely for a company in WA
I got taxed for NY state(when residing in NY state) and working for a IT company in WA state(WA is my work state).
Notes:
I lived in NY for less than 184 days.
1 Jan 2020 - 15 March 2020 - India - ...
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Indiana State Tax Returns | Did not receive 1099s
I have not received 1099s (INT, DIV, B) from my broker this year. I have to file Indiana State taxes by paper. Since, I do not have 1099's to attach what should I send in place of that? I have some ...
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Choosing Indiana Individual Income tax form for an International citizen
I am an international citizen and according to the rules specified on the IRS website at this link, I am a resident alien from 2020 (For years before this my status was non-resident alien). I lived in ...
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