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New Member
posted Jun 6, 2019 11:00:09 AM

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?

sold and purchased home

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1 Best answer
Level 3
Jun 6, 2019 11:00:17 AM

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. 

5 Replies
Level 3
Jun 6, 2019 11:00:11 AM

which states?

New Member
Jun 6, 2019 11:00:12 AM

Wisconsin and Michigan

Level 3
Jun 6, 2019 11:00:14 AM

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/0,4676,7-238--459647--,00.html</a>

New Member
Jun 6, 2019 11:00:15 AM

Thank you.

Level 3
Jun 6, 2019 11:00:17 AM

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.