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]

sold and purchased home

[Vanessa]

which states?

[cerbins]

Wisconsin and Michigan

[Vanessa]

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...>

[cerbins]

Thank you.

[Vanessa · Accepted solution]

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.