TeresaM
Expert Alumni

State tax filing

You may need to file a married filing jointly federal return and married filing separately for the state returns. It depends on how you handle your residency, where you live, and your domicile, where you have a permanent address. 

 

New York State: in nearly all cases, you must use the same filing status that you used on your federal return. 

The only exceptions to this rule apply to married individuals who file a joint federal return and:

one spouse is a New York State resident and the other is a nonresident or part-year resident. In this case you must either:

  • file separate New York State returns using filing status Married filing separate return
     or
  • file jointly, as if you both were New York State residents, using filing status Married filing joint return 

    For more information about domicile and filing status in New York, please see this website
     

Pennsylvania:
Married taxpayers must file separate returns if:

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