multi-state filing requirement

Forum|Forum|4 years ago
April 14, 2022
2 replies
16 views

married, filing jointly. Both retired. we sold our only home in Idaho in September and purchased another primary residence on December 17th in Utah. I received no income during those final 2 weeks in Utah.

QUESTION: DO WE NEED TO FILE A TAX RETURN FOR UTAH?

ErnieS0

Level 15

No. You do not have to file an Idaho tax return because you had no Idaho income.

Idaho says you must file individual income tax returns with Idaho if you're any of the following:

An Idaho resident
A part-year Idaho resident with income from Idaho sources or income earned while an Idaho resident
A nonresident of Idaho with income from Idaho sources

Individual Income Tax

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

SteamTrain

Level 15

@ErnieS0

Re-read?......they were Idaho residents most of the year, and in Utah only at the end...

_________________

but @bdblack6

Which state did you actually live in between September and December?

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

SteamTrain

Level 15

@bdblack6 Utah requirements appear to be Very similar.

...except #1 seems to require a UT tax return if you have to file a Federal tax return.

______________________________

"You must file a Utah TC-40 return if you:

are a Utah resident or part-year resident who must file a federal return,
are a nonresident or part-year resident with income from Utah sources who must file a federal return, or
want a refund of any income tax overpaid.

To file a Utah return, first complete your federal return, even if you do not have to file with the IRS. You need the federal return information to complete your Utah return.

____________________________________________

Who Must File (utah.gov)

________________________________

Also, if you own Mutual funds, watch out for Year-End distributions that happen in early-late December....also month-end interest from any source that was 50cents or greater. Those $$ would be UT part-year resident taxable income.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*