Hi,
I went thru this entire thread and need some guidance.
I live and work in Oregon with our son. My wife moved to WA, in mid 2020 and works and lives there and we visit each other over the weekends.
I filed MFJ (std deduction) for 2020 for both Fed and OR and didn't do anything for WA as there is no state tax.
For 2021, I filed for an Extension for Federal and did nothing for State as I assumed that States wouldn't require any separate extension.
I'm using TurboTax Desktop software.
I have prepared MFJ for both Fed and OR and ended up with a big tax owed bill.
However, when I did MFJ for Fed and Mock MFS data flowed down to OR State returns, I'm getting good money back from both Fed and OR and in previous case(MFJ's case ), OR is taxing my wife's income from WA as well.
1) Can I go with this approach - MFJ for Fed, MFS for OR.
2) In that case, do I need to paper file OR State or can I efile using Turbo Tax.
3) if I efile using TurboTax, I would be sending a wrong Fed return (MFS as against the actual Fed return which is MFJ).
4) If I paper file, do I need to send the Actual Fed Return(MFJ)
5) Do I need to give any justification to OR for paper filing.
6) Would paper filing attract more audit risk from OR.
7) OR state says that there is lot of tax fraud between WA and OR and they take more attention to such borderline cases. Is there anything illegal in this approach.
Please advise.
I need to complete the filing asap. Please help.
I'm ready to pay consultancy charges for these questions and further detailed conversation, if you are ok with it.
