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Berulf
Oct 5, 2008, 03:36 PM
I found similar topics, but want to ask a few things.

I (will) live and work in CA for the entire year of 2008 (income source from CA only), but on Sep 29, my husband moved to Washington DC alone and started working in Maryland (CA resident/income source from CA for 9 months, DC resident/income source from MD for 3 months).

We will file the federal tax return as married filing jointly, but as for state taxes,

For CA, should we file the return as married jointly with all income including his MD’s or only income from CA? If latter, should he be a part-time resident?

For Washington DC, should he file as married separately or jointly? With all our income including mine, only his income from MD or his income both form CA/MD?

For MD, my husband can simply file the return as a non-resident so that he will not need to pay the state, correct?

Thanks in advance.
Yukari

MukatA
Oct 5, 2008, 11:45 PM
1. If you are filing joint federal return, you should file joint returns for the states.

2. On DC return, report your income as nil (non-resident) and your husband income as part year resident for the period he is in DC.

2. For CA report your income and your husband's income for the full year. On CA tax return, claim credit for taxes paid to DC.
Read Your U.S. Tax Return: Working or Living in Two or More states (http://taxipay.blogspot.com/2008/06/working-in-two-or-more-states.html)

AtlantaTaxExpert
Oct 6, 2008, 12:11 PM
Additionally, he will have to report to MD the income he earned while at a MD location.

Attach copies of the other state returns to each state filing to let the state know you/he are paying taxes proportionately to each state/DC.

Berulf
Oct 6, 2008, 10:53 PM
Thank you both for your adivice. Now I have a clearer idea.

AtlantaTaxExpert
Oct 7, 2008, 12:01 PM
Glad to help!