AmyC
Expert Alumni

State tax filing

I am so glad you asked. Links and rules should clear things up. Let's go one by one:

 

Indiana filing requirements:

 

Part-Year Residents and Full-Year Nonresidents

  • If you were a part-year resident and received income while you lived in Indiana, you must file your Indiana income taxes.
  • If you were a full-year nonresident of Indiana, but received any income from Indiana sources, you must file your Indiana income taxes.

from IN DOR

 

IN part year, yes you had IN income, you must file using all of your IN income. Moving forward, nonresident and will receive ANY income, you file.

Going forward, you will be filing IN returns with all of the income.

 

Let's look at NC. I have bolded the parts that apply to you.

 

North Carolina fling requirements:

 

I'm a part-year resident. Do I have to file?

  • If you are a part-year resident, you must file if:
    • You received income while a resident of North Carolina or you received income while a nonresident that was (1) attributable to the ownership of any interest in real or tangible personal property in North Carolina or (2) derived from a business, trade, profession, or occupation carried on in North Carolina, or (3) derived from gambling activities in North Carolina and whose total gross income for the taxable year exceeds the amount shown in the Filing Requirements for Tax Year 2019 Chart for the individual's filing status. 

 

  • North Carolina Residents: If you were a resident of North Carolina during tax year 2019, you must file a North Carolina individual income tax return if your gross income for 2019 exceeds the amount shown in the Filing Requirements Chart for your filing status.

 


     

From NC DOR

 

For NC part year, you received income while a resident, you file with all of the IN income.

For resident, if your income exceeds the minimums required to file, you file. Yes, you will file NC return each year you have enough income from IN or other sources..

 

The states know their own rules the best and it is a great idea to double check each year that the laws did not change.

 

Prepare IN first, calculate the tax liability, then prepare NC and receive a credit.

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