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Level 2
March 4, 2022
Question

Military Couple with non-military W-2 for servicemember

  • March 4, 2022
  • 1 reply
  • 17 views

Newly married Military couple both serving in USAF.  His home of record is TX, stationed in ND. Her home of record is FL, stationed in NM.  I thought great, MFJ with no state income tax returns.  I received their info, she has a W-2 for a side job in NM. They both contributed to Roth IRAs, and want to file MFJ.  So now I'm thinking: MFJ with Lacerte marked for NM non-resident return.  NM instructions states: Non-resident servicemembers must continue to allocate non-military income from services performed to the state where the income was earned.  I would mark all income to either TX or FL, except for the NM W-2 income and withholding.  Is my thinking faulty??     The things we do for family.....

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1 reply

sjrcpa
Level 15
March 4, 2022

Your thinking sounds correct to me.

The more I know the more I don’t know.