DMarkM1
Employee Tax Expert

State tax filing

It depends on the circumstances.  Did your husband physically work in IL during the year?  If the answer is "Yes" then you will file a non-resident return for IL. Did IL withhold taxes as shown on a form W2?  Then "Yes" you need to file a non-resident IL return to claim a refund of those taxes withheld in error. 

  1. In the "My Info" section scroll down to the "Other State Income" 
  2. Indicate "Yes" you earned income in another state
  3. Select "IL" from the dropdown menu
  4. This will generate the non-resident return.
  5. Enter all the income including the IL W2 in the federal "Income" tab to match your forms W2
  6. Then you can start your IL state return interview. 
  7. In the "Income" section of that interview you will be asked to allocate each of your income sources in IL as appropriate. 
  8. If the W2 has an IL line (Box 15-17) then the wages will already be there. 
  9. If however, if your husband did not physically work in IL, then you will need to enter zero for the wages to be taxed by IL.
  10. You will indicate none of the other income sources are IL as well.
  11. At the end of the IL state interview take note of any income that was taxed by IL and any tax assessed.  You will use those numbers to complete your resident MA state return. 
  12. Since your resident state taxes all income from all sources you will claim a credit for taxes paid to another state, if any, to mitigate the double taxation, if any.

 

 

 

 

 

 

 

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