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I was unclear about the residency.
he was working while at school in MA. the MA return calls him a part year resident.
the Ca. allows a non resident filing.
The MA. return has a confusing question about 5% income tax in from other states.
The PA. return is guiding me into a "Im eligible not taxable in PA."option when doing the step by step.
he got the IRA initially as a gift after my moms passing. I thought that was the only free transfer and that withdrawals after that would be taxable?
March 31, 2025
3:08 PM