Thanks @ErnieS0 for the clarification and the quick reply. I checked the MFS, filing separately would significantly increase our federal tax (will put me in the higher tax bracket) so we will have go with MFJ.
Just to clarify for the state taxes:
1) I will prepare the Federal Income Tax with Married Filing Jointly
2) I will prepare the Colorado State Tax with the same status (MFJ) as federal.
- Do I mark me as Colorado non-resident and my spouse as part-year Colorado resident for the Colorado state taxes?
3) I will prepare a mock Federal Income Tax with separate return MFS and use it for filing my NY State tax as full-year NY resident.
- My spouse had some dividends, interests and some stocks/bond sale in NY before she moved to Colorado in June. Do I have to file NY State taxes for my spouse too (as MFS)? If so, should I mark my spouse as Non-resident?
