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bk76682016
New Member

File wages only in MI, but pension, SS, and IRA withdrawals while living in both MI and MT when I changed permanent residency from MI to MT on 9/5/17?

I have had a home in both MI and MT for 13 years. We spend roughly 6 months in each but it varies some. Last year we were in MI winter and summer and in MT spring and fall. We established MT as our permanent residency on 9/5/17. We work jobs for wages in only MI. My wife gets monthly pension and I get SS and IRA monthly payments.

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IreneS
Intuit Alumni

File wages only in MI, but pension, SS, and IRA withdrawals while living in both MI and MT when I changed permanent residency from MI to MT on 9/5/17?

You will have to file part-year returns for both Michigan and Montana for 2018.  Prepare your MI return first since you were not living there on December 31.

 

Each state has different rules on the income they tax.

 

Michigan:  You must pay Michigan income tax on income you earned, received, or accrued while living in Michigan.


Montana

  • For the period of time that you are considered a resident, all of your income is taxable to Montana no matter where you earn it.
  • For the period of time that you are considered a nonresident, only your income that is considered Montana source income is taxable to Montana.

 

[Edited | 3/19/2020 |  1:01 pm PDT]

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IreneS
Intuit Alumni

File wages only in MI, but pension, SS, and IRA withdrawals while living in both MI and MT when I changed permanent residency from MI to MT on 9/5/17?

You will have to file part-year returns for both Michigan and Montana for 2018.  Prepare your MI return first since you were not living there on December 31.

 

Each state has different rules on the income they tax.

 

Michigan:  You must pay Michigan income tax on income you earned, received, or accrued while living in Michigan.


Montana

  • For the period of time that you are considered a resident, all of your income is taxable to Montana no matter where you earn it.
  • For the period of time that you are considered a nonresident, only your income that is considered Montana source income is taxable to Montana.

 

[Edited | 3/19/2020 |  1:01 pm PDT]

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
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