Lived and worked in one state for 12 months; wife (retired) moved to another state for one month, received a pension and SS payment in Dec. Do I file in both states?

cerbins · ‎June 6, 2019

sold and purchased home

Vanessa · ‎June 6, 2019

Yes, if she moved to a state that taxes pensions and SS you will need to file a return in both states. However, there are several states that do not tax either. If she is in one of those states, you will not need to file.

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Vanessa · ‎June 6, 2019

which states?

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cerbins · ‎June 6, 2019

Wisconsin and Michigan

Vanessa · ‎June 6, 2019

Wisconsin may tax the pension but not SS. Michigan may exempt them both depending on her situation. <a rel="nofollow" target="_blank" href="http://www.michigan.gov/taxes/0,4676,7-238--459647--,00.html">http://www.michigan.gov/taxes/0,4676,7...>

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cerbins · ‎June 6, 2019

Thank you.

Vanessa · ‎June 6, 2019

Yes, if she moved to a state that taxes pensions and SS you will need to file a return in both states. However, there are several states that do not tax either. If she is in one of those states, you will not need to file.

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Lived and worked in one state for 12 months; wife (retired) moved to another state for one month, received a pension and SS payment in Dec. Do I file in both states?