1. For federal return, we will file jointly (MFJ). For state return, my wife only need to file NC return, but I need to file both PA and NC return, right? Shall I file PA state return as non-resident or part-year resident?
2. I've reviewed past questions regarding this topic. It has been suggested that we prepare a mock MFS for each of us and then file state return based on each mock MFS. Do I have to do that?
3. I had some excess contribution to both HSA and 401k during 2019. So at the beginning of 2020, I got some distributions from both HSA and 401k. For 401k distribution, I got 1099-R. For HSA, it's a 1099-SA. Question: shall I count them as income? If so, where shall I put them in the TurboTax?
Thank you very much!
