State tax filing

@tammygowe 

 

In spite of buying a house in TX, you are still considered a legal resident of MD, and taxed by MD.....until such point in time that you change your State of Legal Residence  (SLR) to TX. with Army Personnel/HR and Finance....After which you will be considered a resident of TX for tax purposes.   

 

In the year you legally change you SLR to TX (AND the Army accepts it), you will have to file a Part-Year tax return for MD, declaring all your income before that date as being subject to MD taxation.  In the tax software, you will use TX as your SLR for that year onward, and no longer use your HOR for tax purposes.

 

In order to change your SLR to TX for tax purposes, you will need to file a form DD-2058 to the Army, showing that you have taken steps to change your SLR....registered to vote, changed banks to local branches, registered vehicles...etc...

 

Read the following, but also ask questions in your Unit's HR/Personnel and Finance staff, as there may be steps the following FAQ does not cover.

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What is my military state of residence? (intuit.com)

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IF YOU DID ALREADY FILE YOUR DD-2058 LAST AUGUST??:

 

Then, if the Army accepted it back then, you owe Part-Year MD taxes for 2023 on all your income before August (or whatever date the DD2058 was approved in 2023) and in the software you indicate that you were a TX resident at the end of 2023, and that you "Moved" from MD on the date your DD2058 was approved.

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*