Tax help for military filers

@btborden --

Be aware that Section 302 of the Veterans Benefits and Transition Act of 2018 (the "VBTA") changed the law so that the spouse of an active duty servicemember may choose to file their state and local taxes as a resident of their servicemember spouse's State of Legal Resident (SLR).

Therefore your wife has the option of filing either as a resident of her own home state of VA, or as a resident of your SLR of Ohio - even if she has no other connection with Ohio.

See page 3 of this reference for more detail:

https://www.jag.navy.mil/legal_services/documents/Info_Paper_2018_SCRA_Amendments.pdf

 

You can read the actual text of the law here (scroll down to Sec. 302):

https://www.congress.gov/bill/115th-congress/senate-bill/2248/text

 

The VBTA has been in effect since the 2018 tax year.

**Answers are correct to the best of my ability but do not constitute tax or legal advice.