Hello everyone, posting this in case someone knowledgeable could help us out.
This is our situation:
We got married in the summer of 2023 and have filed a Federal return as Married Filing Jointly (MFJ)
I worked all year with a single employer in California (CA) and have a W2 for it.
My wife worked in Rhode Island (RI) for 5 months (less than 183 days which is the threshold to be considered a resident) and has a W2 for it.
She moved right after and worked the remainder of the year in CA in a different job and has a W2 for it.
Here are my questions,
When filing jointly for CA, we noticed CalFile is defaulting to AGI (line 11 in Form 1040) but this includes income earned in Rhode Island as well (wife's first W2). My question is how do we earn credit for it? Or get an alternative taxable income that is an accurate representation of income earned in CA only?
For Rhode Island tax return, as she is the only one that has earned an income, what should be her filing status? Should we file MFJ or should she just file Married Filing Separately (MFS) just for that W2? In the event MFJ applies here as well, how do we earn back the credit as we would be looking at paying substantial amount of taxes here?
Thanks in advance!
