topic Re: Federal MFJ, Taxpayer w2 in MI and spouse earned in NY in State tax filing

Federal MFJ, Taxpayer w2 in MI and spouse earned in NY

SP016941 — Wed, 11 Feb 2026 04:01:03 GMT

I earned all my income in MI (80%) of the total family income and stayed all the time in MI. Got married in 2023, Spouse earned as a student (20%) of the income in NY and she stayed for 9 months in NY and moved to MI in 2023 but didn't earn anything in MI.

MFJ is beneficial for Federal return. What income should I show for MI ? Just my income 80% alone or should i need to add my spouse income in MI state return? similarly, for NY state return what should I show as earned income?

Using Turbo Tax Premier desktop version. Downloaded both Michigan and NY state but amount transferred from federal to state income taxes are not from my thinking. Can you please help?

thanks

Srinivasan

Re: Federal MFJ, Taxpayer w2 in MI and spouse earned in NY

TomD8 — Fri, 09 Feb 2024 15:28:30 GMT

In what state was your wife's domicile (her main, primary home) before she moved to Michigan?

Re: Federal MFJ, Taxpayer w2 in MI and spouse earned in NY

SP016941 — Fri, 09 Feb 2024 18:16:25 GMT

Her Domicile was NewYork for 2023. At the end of 2023(last 3 months), she joined with me at MI and not staying at NY at all.

Looking forward to your guidance.

thanks

Re: Federal MFJ, Taxpayer w2 in MI and spouse earned in NY

TomD8 — Fri, 09 Feb 2024 22:24:01 GMT

In the Personal Info section of TT, your wife should enter MI as her State of Residence, and that she also lived in NY. The date should be the date she began living in MI. This will prompt the program to produce a part-year resident tax return for NY, on which she will report all her NY income. Since all her income was earned before her move to MI, none of it is taxable by MI. All of it is taxable by NY.

Re: Federal MFJ, Taxpayer w2 in MI and spouse earned in NY

SP016941 — Fri, 09 Feb 2024 22:55:36 GMT

When you say "In the Personal Info section of TT, your wife should enter MI as her State of Residence, ", are you referring to

In the Federal residency check ( federal information worksheet form) - spouse residency as MI and in the NewYork state residency (info worksheet) - mark "Part year resident - FORM IT-203"?

when i did that, it is still picking up Federal total wages in to the IT-203 form instead of just the NY earnings. How to fix this?

thanks

Srini

Re: Federal MFJ, Taxpayer w2 in MI and spouse earned in NY

TomD8 — Fri, 09 Feb 2024 23:55:48 GMT

NY uses total gross income to determine the tax rate, but it taxes only the NY-source income.

Re: Federal MFJ, Taxpayer w2 in MI and spouse earned in NY

SP016941 — Sat, 10 Feb 2024 00:17:42 GMT

Got it. Thank You. It makes sense.