taxpayer and spouse were full-year residents in different states

Forum|Forum|6 years ago
April 26, 2020
1 reply
15 views

Taxpayer is CA resident and spouse is NC resident in 2019. They are filing joint returns. How do I indicate "resident state as of 12/31"? Will it be CA or NC?

Also, is it possible that can file joint state returns with both CA and NC?

thank you.

Lacerte Tax

This topic has been closed for replies.

Best answer by George4Tacks

Do they own a home? If so, in which state? Where do they plan on spending their retirement years? Do they each have a driver's license from their respective state?
I would propose that they are both residents of one of the two states and will get a credit for the taxes paid in the other.

George4TacksAnswer

Level 15

Do they own a home? If so, in which state? Where do they plan on spending their retirement years? Do they each have a driver's license from their respective state?
I would propose that they are both residents of one of the two states and will get a credit for the taxes paid in the other.

Answers are easy. Questions are hard!

sjrcpa

Level 15

You have to read the instructions for each state to see if MFJ is allowed, or even required.

Remember, too, that CA is a community property state.

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

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