Filing tax returns in 2 states, different W2's.

Discussion in 'Tax' started by kro5665@hotmail.com, Jan 20, 2004.

  1. Guest

    I lived and worked in California from January to July 2003.
    Then switched employers and moved to Iowa in August. So my
    first W2 shows the earnings, federal/California taxes paid,
    in California. The second W2 shows the earnings,
    federal/Iowa taxes paid in Iowa.

    (In the past I've only lived/worked in California and used
    the online e-file service.)

    Where do I file my tax returns now? Can I still use the
    online e-file?

    Thanks very much.

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    , Jan 20, 2004
    #1
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  2. <> wrote

    > I lived and worked in California from January to July 2003.
    > Then switched employers and moved to Iowa in August. So my
    > first W2 shows the earnings, federal/California taxes paid,
    > in California. The second W2 shows the earnings,
    > federal/Iowa taxes paid in Iowa.
    >
    > (In the past I've only lived/worked in California and used
    > the online e-file service.)
    >
    > Where do I file my tax returns now? Can I still use the
    > online e-file?


    File your federal return to Kansas City (the filing center
    for Iowa residents) and a part year California return and
    part year Iowa return to the address for those returns. And
    yes, you should be able to e-file part year returns.

    --
    Snowmen fall from heaven unassembled.
    -------------
    Paul A. Thomas, CPA
    taxman at negia.net

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    Paul A Thomas, Jan 21, 2004
    #2
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  3. wrote:

    > Where do I file my tax returns now? Can I still use the
    > online e-file?


    Is your question which IRS service center? I doubt it since
    you are talking efile, but...<grin>

    If your question is which agencies to file with, then that
    answer is easy--you will need to file a federal return
    covering the entire year, and part year resident returns for
    both California and Iowa.

    Can you use online efiling? The question would be--whose
    online efile? Almost certainly you can file the federal
    return online--nothing really complicated that situation.
    But the states are another story.

    First, you will need to determine if both California and
    Iowa will accept part year resident returns electronically.
    I haven't had to look into that issue for those states,
    so I don't know the answer there.

    Second, even if they do, you then have to find a consumer
    site that will handle a return like that. Considering that
    part year resident returns are more complex beasts, quite a
    few consumer sites likely "punt" on them entirely.

    I would suggest this--get the *paper* part year resident
    forms for each state and work through those. That way you
    will get at least some comfort level for the information you
    will need *if* you find a source to efile the state returns
    (you'll need the same data either way). Again, this is a
    different beast from a standard return, and you need to be
    sure you handle allocating income and deductions between the
    two states as each one requires it.

    Alternatively, you could pay for professional assistance
    this year to handle your returns if you find the multiple
    state issue too involved.

    --
    Ed Zollars, CPA
    Phoenix, Arizona

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    Ed Zollars, CPA, Jan 21, 2004
    #3
  4. A.G. Kalman Guest

    wrote:

    > I lived and worked in California from January to July 2003.
    > Then switched employers and moved to Iowa in August. So my
    > first W2 shows the earnings, federal/California taxes paid,
    > in California. The second W2 shows the earnings,
    > federal/Iowa taxes paid in Iowa.
    >
    > (In the past I've only lived/worked in California and used
    > the online e-file service.)
    >
    > Where do I file my tax returns now? Can I still use the
    > online e-file?


    I'll respond for CA. CA allows e-filing for both
    nonresidents and part year residents. You can find
    information on CA e-filing
    at: http://www.ftb.ca.gov/individuals/efile/index.html
    Frequently asked questions are at:
    http://www.ftb.ca.gov/individuals/efile/faq.html

    --
    Alan
    http://taxtopics.net

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    A.G. Kalman, Jan 21, 2004
    #4
  5. Phil Marti Guest

    writes:

    > I lived and worked in California from January to July 2003.
    > Then switched employers and moved to Iowa in August. So my
    > first W2 shows the earnings, federal/California taxes paid,
    > in California. The second W2 shows the earnings,
    > federal/Iowa taxes paid in Iowa.
    >
    > (In the past I've only lived/worked in California and used
    > the online e-file service.)
    >
    > Where do I file my tax returns now?


    You'll file your Federal return for the year and part-year
    returns in CA and IA. Check the states' instructions to see
    if you can e-file.

    Phil Marti
    Topeka, KS

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    Phil Marti, Jan 21, 2004
    #5
  6. It looks like you'll need to fine returns in both California
    and Iowa. In Iowa you'll fill out additional forms to get
    credit for the part of the year you weren't a resident and
    for the state tax paid to California. There are forms and
    instructions to help you at the bottom of this page:

    http://www.state.ia.us/tax/1040 Expanded/031040Home.html

    I'm sure someone else here can help you with California. I
    am not sure about the e-filing.

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    Sassy Baskets, Jan 21, 2004
    #6
  7. Katie Jaques Guest

    wrote:

    > I lived and worked in California from January to July 2003.
    > Then switched employers and moved to Iowa in August. So my
    > first W2 shows the earnings, federal/California taxes paid,
    > in California. The second W2 shows the earnings,
    > federal/Iowa taxes paid in Iowa.
    >
    > (In the past I've only lived/worked in California and used
    > the online e-file service.)
    >
    > Where do I file my tax returns now? Can I still use the
    > online e-file?


    You will file part-year resident returns in both California
    and Iowa. I don't know whether the online e-file service
    provided by the FTB is available for 540NR returns (the
    nonresident/part year resident form), but I doubt it.

    If you have no significant income other than your wages, and
    you made a clean break when you moved (i.e., didn't leave
    any property or other sources of income in California), your
    returns should be pretty simple. All of your CA earnings
    will be CA income (540NR Schedule CA, Col. E) and all of our
    Iowa earnings will be IA income. Interest, dividends, etc.
    should be prorated on the basis of time; such income has its
    source at the place where you resided when you received it
    or it became available to you, not at the location of the
    bank, issuer, etc. If you sold stock, exercised options,
    sold real property, were an owner of a flowthrough business
    entity like a partnership, LLC or S corporation, or had
    other complications, you should probably get professional
    help with your returns this year.

    Katie in San Diego

    The foregoing is intended for educational purposes only and
    does not constitute legal or professional advice.

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    Katie Jaques, Jan 22, 2004
    #7
  8. wrote:

    > I lived and worked in California from January to July 2003.
    > Then switched employers and moved to Iowa in August. So my
    > first W2 shows the earnings, federal/California taxes paid,
    > in California. The second W2 shows the earnings,
    > federal/Iowa taxes paid in Iowa.
    >
    > (In the past I've only lived/worked in California and used
    > the online e-file service.)
    >
    > Where do I file my tax returns now? Can I still use the
    > online e-file?


    If, as I've read, CA requires you to E-file your state
    return as a "piggy-back" on the Federal E-file, and if
    IA has the same requirement, then he couldn't E-file
    both states.

    Just noting that, between the 6 replies so far, noone
    has answered the question as stated or as implied.

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    Arthur L. Rubin, Jan 25, 2004
    #8
  9. A.G. Kalman Guest

    Arthur L. Rubin wrote:
    > wrote:


    >> I lived and worked in California from January to July 2003.
    >> Then switched employers and moved to Iowa in August. So my
    >> first W2 shows the earnings, federal/California taxes paid,
    >> in California. The second W2 shows the earnings,
    >> federal/Iowa taxes paid in Iowa.
    >>
    >> (In the past I've only lived/worked in California and used
    >> the online e-file service.)
    >>
    >> Where do I file my tax returns now? Can I still use the
    >> online e-file?


    > If, as I've read, CA requires you to E-file your state
    > return as a "piggy-back" on the Federal E-file, and if
    > IA has the same requirement, then he couldn't E-file
    > both states.
    >
    > Just noting that, between the 6 replies so far, noone
    > has answered the question as stated or as implied.


    As far as I can tell, only Hawaii, Oklahoma & Oregon
    absolutely require a federal piggy-back. The rest allow for
    state only e-filing. In some cases, the state only filing
    may be Web based only (Iowa is an example). Relative to
    free e-filing, I have to assume that the e-filing options
    are limited when it comes to the states.

    --
    Alan
    http://taxtopics.net

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    A.G. Kalman, Jan 27, 2004
    #9
  10. "A.G. Kalman" wrote:
    > Arthur L. Rubin wrote:


    >> If, as I've read, CA requires you to E-file your state
    >> return as a "piggy-back" on the Federal E-file, and if
    >> IA has the same requirement, then he couldn't E-file
    >> both states.


    .....

    > As far as I can tell, only Hawaii, Oklahoma & Oregon
    > absolutely require a federal piggy-back.


    .....

    I acknowledge uncertainty in the case of California.

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    Arthur L. Rubin, Jan 28, 2004
    #10
  11. A.G. Kalman Guest

    Arthur L. Rubin wrote:

    [snip}

    >> As far as I can tell, only Hawaii, Oklahoma & Oregon
    >> absolutely require a federal piggy-back.


    > I acknowledge uncertainty in the case of California.


    CA allows a full year resident to NetFile a standalone state
    tax return. That takes CA out of the "absolutely requires"
    category.

    --
    Alan
    http://taxtopics.net

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    A.G. Kalman, Jan 30, 2004
    #11
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