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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?

sold and purchased home

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Level 3

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?

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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Level 3

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?

which states?
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New Member

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?

Wisconsin and Michigan
Level 3

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?

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...>
**Say "Thanks" by clicking the thumb icon in a post
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New Member

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?

Thank you.
Level 3

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?

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. 

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

View solution in original post

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