Access Leading Tax Experts And Technology
In Our Global Digital Marketplace

Please Type Topic Into Search Bar

Can a couple who worked/lived in different states in 2014 file MFJ??

Hi, my spouse and I live and work in different states. So in the whole of the year 2014 , I worked/lived in New Jersey and my spouse worked/lived in Ohio. I used a tax software to do our tax returns and it appears that MFJ for both federal and the two states (OH/NJ) gives us the best tax return - or the least amount to payout

My question is can I do that or do we have to file MFJ for federal for the two of us and MFS for NJ for myself and MFS for OH for my spouse?

I tried both approaches with the software preparing a mock MFS federal return for each of us to use in creating the MFS state returns however I see that MFJ gives us the best tax liability rate.

We both just have W2 income and using standard deductions.
Form 1040 Married Filing Jointly Married Filing Separately Non-Resident
TaxConnections Members... Answer This Question Want To be One of Our Tax Experts? Register Here

Tax Professional Answers

User Photo
John Stancil
You can file a joint return in both states, in fact OH requires that you file jointly if your federal status is MFJ. On the state returns, the non-resident spouse should be listed as such and his/her income not included in the state return for which they are not a resident.
Leave a Comment 284 weeks ago


Meet Leading Tax Advisors

User Photo John Stancil

Professor

Lakeland

User Photo Peter J. Scalise

Federal Tax Credits & Incentives Practice Leader

New York, NY

User Photo John Dundon, II EA

Tax Director

Denver, CO

User Photo William Rogers, CFP, MBA, EA

CEO/Certified Financial Advisor

Rancho Santa Fe, CA

User Photo Monika Miles

President

San Jose, CA

User Photo Blake Christian

Tax Partner

Long Beach/ Park City, CA

User Photo John Richardson

Lawyer

Toronto, Canada

 

View/Select our Current List of Tax Topics

# A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

Previous PageNext Page

INCREASE KNOWLEDGE WITH EVERY ISSUE OF TAXCONNECTIONS

 

Learn from tax advisors, straight to your inbox

Update My Email Address
Contact Us Today