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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0 votes
1 answer
87 views

Moved from CA to WA, will CA refund me all the withheld payroll taxes?

Moved to WA on Mar-end, and my last paycheck from CA was received on mid-Mar. As a result, I've received 2 x W2s. One for CA income, and the other for WA income. As far as I understand, given I spent ...
0 votes
1 answer
65 views

Should I file taxes if I opened Amazon seller account but never used it?

Me and my husband entered the US with F1(him) and F2(me) visas. He was a fully funded PhD student and we used to send our tax papers jointly. Last year we filed for EB2-NIW visa to get a Green Card, ...
1 vote
1 answer
58 views

DC Resident but work for company in NJ and NJ State Tax Withheld

I live in Washington DC full time but work remotely for a company in New Jersey. I have NJ State Taxes withheld from my paycheck, not DC. I'm the only one who works in DC fulltime and my employer said ...
2 votes
1 answer
68 views

Filing taxes in USA as non-resident alien, which forms to fill?

I have been working as a postdoc in California since February 1, 2023. My first entry to the USA on a J1 visa was on January 27, 2023. My contract with the university is ending soon, hence, I will be ...
3 votes
2 answers
553 views

Why did I get MI-1040ES - Michigan Estimated Income Tax for Individuals form in the mail?

I recently got something from the Michigan Department of Treasury in the mail that looks like 4 sort of coupons where I tear a section out and write down payment amount (not sure how much to write ...
2 votes
1 answer
160 views

Carry over of North Carolina foreign tax credit

Referencing North Carolina income tax form D-400TC, Part 1 seriously limits the amount of foreign tax credit (FTC) I can take (line 7a is considerably smaller than line 6). I am wondering if it is ...
2 votes
1 answer
612 views

Tax filing requirements for OPT period (F-1 VISA) in Pennsylvania

This past year I worked under the Optional Practical Training (OPT) program after I graduated. I started my employment period March 15th and worked until September 28th. During this time I got paid ...
2 votes
0 answers
39 views

CA taxes on invesment income for part time-resident

I lived outside of the US from July 2016 - November 22d of 2017. All my income from this period is investment income. My understanding is that because it is investment income it does not qualify for ...
4 votes
0 answers
57 views

Single Member CA LLC moving to WA keeping CA client - residency and work outside of CA

I have a CA Single Member LLC and do work for a California client. Contract work is between client and LLC. I move from CA to WA and establish residency there. I perform ALL work outside of CA. ...
-1 votes
1 answer
50 views

How to Report Income State Tax on Dividend Income from Mutual Funds While Traveling for an Extended Period

I left Kansas in July 2022 and have not returned since. My income for the year 2022 is solely interest and dividend income from mutual funds, including emerging market and corporate funds. The sources ...
0 votes
1 answer
183 views

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 ...
1 vote
1 answer
121 views

Double Taxation - New York and New Jersey

I have a tax situation for year 2022. Amounts given below are examples. 1/1/2022 to 8/8/2022: living and working in Indiana (income $55,000) 8/9/2022 to 12/31/2022: living in New Jersey, working in ...
1 vote
2 answers
117 views

Are taxes on unclaimed property lower when living inside the State or outside the State? Specifically: Pennsylvania and New Jersey

I am currently unemployed living in Atlantic City, NJ and previously I lived in Philadelphia, PA. There is unclaimed property in Pennsylvania from my deceased mother's savings account. Will I be ...
2 votes
1 answer
127 views

Move out of and back into New York State in the same calendar year

On January 1, 2023 I was a resident of New York State. In the middle of the year I moved out of New York State to work for my employer physically in a different state. I abandoned my New York State ...
1 vote
1 answer
70 views

Nonresident alien -- Tax filing and late payments for class action settlement

I am a non-resident alien having lived in the USA in 2015-2021. I just found out I'd received a class action settlement for almost $400 back in May 2022. (The funds were deposited into my PayPal ...
2 votes
1 answer
118 views

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 ...
0 votes
1 answer
84 views

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 ...
0 votes
1 answer
70 views

If an Humanitarian Parolee sold property (car, furnitures) from their origin country and have recently move to the US, do they have to pay tax on it?

Let's say a humanitarian parolee from Nicaragua, or Haiti has put their belongings on sale just before they leave for the US, but after 7 weeks in the US those belonging(car, furniture) has been sold, ...
0 votes
1 answer
40 views

Alabama Income Tax 40R and 40NR

My son was a resident part year in Alabama, then moved to Missouri. His job is online but headquartered in Alabama. Turbo Tax is saying he has to fill out both a 40R and 40NR for Alabama. How does ...
0 votes
1 answer
50 views

Is margin interest deductible in Pennsylvania

I am filing taxes for a family member and they have a sizable amount of investment income in 2021, as well as some margin interest. Both the internet and my tax software made it clear that I can ...
1 vote
1 answer
48 views

NY Part-Resident Income allocation

Let's say I moved out of NY state on June 30th, 2022 (exactly half year NY resident) but I continue to work for same employer but in a different state. (New state I moved to, doesn't have state income ...
1 vote
1 answer
67 views

Massachusetts State Tax: Can one at the same time apply a FICA deduction on the state tax return and ask for a FICA refund?

I am J1 nonresident for tax purposes using the Sprintax software and I ran into a bit of a conundrum. The software is applying a FICA deduction for my MA state tax return but I am claiming a refund of ...
0 votes
1 answer
149 views

Taxes on a Delaware corporation, if there is no physical presence?

On Carta and elsewhere, I have read the following: Delaware also doesn’t require any state taxes for companies that are registered there but aren’t physically located in the state. What exactly is ...
1 vote
2 answers
177 views

Why doesn't anyone look at the combined federal and [Your State] tax rate, grouped by bracket?

Why doesn't anyone look at the combined federal and [Your State] tax rate, grouped by bracket? Let's say like the Federal + New York tax rates? Wouldn't this determine the incremental amount of total ...
2 votes
2 answers
181 views

Will I ever have to prove that I wasn't performing work in a certain state?

I will be completing a project in another state, and I will be paid as an independent contractor (and issued a 1099). I will be working in my own state and submitting my work when done with the ...
7 votes
1 answer
721 views

Where to file state income tax form?

My wife and I lived in Massachusetts as our primary residence for 2022. However my wife started a new job that is based in New York and works remotely in 2022. However, this job required her to have a ...
0 votes
0 answers
38 views

zerodha - brokarage charge

i am using zerodha app for buying stock . Today i found that charges(zerodha brokarage charge,stt,stamp duty) applied for buying stock. please let me know is there any new rule /changes that zerodha ...
1 vote
1 answer
52 views

How to better balance state taxes when working in another state

I/we live in New York and my wife works in New Jersey. Whenever I file our taxes, the New Jersey non-resident return is pretty balanced. However, my New York return always has NY state owing us a ...
4 votes
0 answers
99 views

Does someone going to college in another state need to file Virginia Taxes?

Our son (19) goes to college in MA while we live in VA. This year for the first time we did not include him as a dependent in our 1040. During 2022 he had an internship & research ...
2 votes
2 answers
275 views

Under what circumstances is NYS Refund taxable?

I don't itemize deductions for Federal and NYS Taxes. Is NYS Refund still taxable? Under what circumstances is NYS Refund taxable? My co-worker says NYS Refund is taxable after $63, but I cannot find ...
2 votes
1 answer
109 views

Filing tax return and estimated payment without ITIN

I married to an international person in 2022 who doesn't have SSN or ITIN. My spouse will be coming to the US in late April and I am preparing our taxes with married filing jointly. Since it will be ...
1 vote
1 answer
123 views

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 ...
2 votes
2 answers
2k views

Can a brokered CD still count as "Massachusetts Bank Interest" for income tax purposes?

On the Massachusetts income tax Form 1, line 5 is for "Interest from Massachusetts Banks". This interest income gets an amount deducted from it ($200 for married filing jointly), and is reported there ...
6 votes
2 answers
920 views

Can I reduce my state income tax deduction, to avoid taxes on the refund?

Suppose I have paid $3000 in state income taxes in 2022, but I expect to receive a $1000 refund. I am itemizing deductions on my 2022 federal return, so normally I would deduct $3000, then include ...
1 vote
0 answers
68 views

How do I get exempted from property taxes in India for lack of basic civic facilities?

My property comes under panchayat administration and I have been paying my property taxes for the past 5 years but since time immemorial no basic facilities like road, drainage and street light at ...
2 votes
1 answer
1k views

INCOME TAX E-filing - post office saving bank IFSC code? (AY 2017-18)

My query is regarding IFSC Code for Post Office Saving Bank. I tried to find everywhere including visiting the bank but they say they have no IFSC Code. Now as per the new income tax form (ITR 1) (...
4 votes
1 answer
463 views

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 ...
34 votes
11 answers
13k views

I hate the high taxes in NYC. Should I incorporate in or move to another state?

I'm in NYC currently and make a good living doing remote web development work and I get a 1099 at end of year. My taxes take about 35% of my paycheck. I was thinking about incorporating in another ...
2 votes
1 answer
136 views

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 ...
1 vote
0 answers
52 views

Tax implications of advance on a future tax refund

Pursuant to M. G. L. c. 62F, there is a limit on the amount of taxes that the state of Massachusetts can collect in a given tax year. Section 2 provides that the taxes collected year over year cannot ...
0 votes
2 answers
55 views

Does income from another state contribute to Maryland minimum filing requirement?

Am I required to pay taxes/file a tax return in Maryland if my Maryland income tax is below the federal standard deduction, but my total income tax for the year is above that level? For example, let's ...
6 votes
1 answer
7k views

How are lottery winnings taxed when you move to a new state?

If you win Mega Millions in a taxing state and choose the annuity option and later move to a non-tax state, will you still have to pay taxes to the state you won in?
0 votes
1 answer
41 views

Calculating difference in "APY" between assets

Treasuries are not taxed at state and local level. Munis are not taxed at any level at times. What formula is used to compare APY between different investment assets, given: CD, Treasuries, Munis at ...
1 vote
1 answer
161 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 ...
-2 votes
1 answer
155 views

Does it a matter for big companies which state they register their company?

If a new company wants to establish in the US, with lots of branches all around the country, is it a matter where (in what state) they register their company, in regard to tax and other costs? For ...
0 votes
1 answer
105 views

will I be taxed on money wired into my savings account [closed]

a friend is paying me back a 200,000 loan by wiring the 200,000 into my savings account. Will I be charged tax. I live in NYC . All this money was originally given to me by relatives and sitting ...
1 vote
0 answers
283 views

How to fill out California Allowances on the DE-4 form and Deduction on the W-4 form?

This is related to the question: In the US, how do we make tax withholding less if we lost our job for a few months? So the form that is similar to a Federal W-4 form is the California DE-4 form. For ...
1 vote
2 answers
53 views

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 ...
2 votes
1 answer
89 views

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 ...
2 votes
1 answer
95 views

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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