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    pkkokate's Avatar
    pkkokate Posts: 1, Reputation: 1
    New Member
     
    #1

    Feb 21, 2012, 02:54 PM
    Married filing jointly or individually?
    My tax situation is explained below:
    Status: Married filing jointly
    Me 
    Lived all year (2011) in NJ and worked in New York state. Should I file non-resident tax for New York and resident for NJ?
    Wife 
    Lived 5 months in NJ and worked in NJ for 3 months.
    Lived the 5 months (same period as above) in NJ and worked in CT for 2 months.
    Moved to TX (and rented an apartment in TX but still has NJ driving license) and worked 7 months in TX.
    How should we handle this situation?

    Would you recommend filing separately instead?

    Thanks
    AtlantaTaxExpert's Avatar
    AtlantaTaxExpert Posts: 21,836, Reputation: 846
    Senior Tax Expert
     
    #2

    Feb 23, 2012, 03:15 PM
    Some complex tax modeling is required to determine if filing jointly or separately is best.

    On the federal level, joint filing is normally the best option, but if you file a joint return with the IRS, a joint return for NY and NJ is required.

    If I was doing your return professionally, I would do this mo
    AtlantaTaxExpert's Avatar
    AtlantaTaxExpert Posts: 21,836, Reputation: 846
    Senior Tax Expert
     
    #3

    Feb 23, 2012, 03:16 PM
    Some complex tax modeling is required to determine if filing jointly or separately is best.

    On the federal level, joint filing is normally the best option, but if you file a joint return with the IRS, a joint return for NY and NJ is required.

    If I was doing your return professionally, I would do this modeling as part of the service.

    If you desire my professional help, look up my email address in my profile.

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