COVID19 work from home different state

[DawnC]

Yes.  The PA-8453 is to the state of PA as the Form 8453, U.S. Individual Income Tax Transmittal for an IRS e-file Return, is to the IRS.  @yz493   The form and instructions can be found here.  

If the sales were not applicable to the state of North Carolina, then no additional details need to be sent to that state.   

[yz493]

Thank you! I should have mentioned that the sales are only applicable to NC, but it's not applicable to PA. (Because the sales are in my wife's account and she has been in NC all the time.) In this case, do I still need to send it to PA?

[yz493]

One more thing: her name is on PA return. But her income is not taxed in PA. My income is taxed in PA because my employer is in PA. But my wife and I claim NC residency, because I stayed in NC the whole year due to COVID. So we decide to have NC as our resident state, but file non-resident in PA.

All the sales are in her brokerage account. In this case, do we need to send the 1099-B to PA DOR or NC DOR or both? Thank you!

[yz493]

My wife's name is on PA return. But her income is not taxed in PA. My income is taxed in PA because my employer is in PA. But my wife and I claim NC residency, because I stayed in NC the whole year due to COVID. So we decide to have NC as our resident state, but file non-resident in PA.

All the sales are in her brokerage account. In this case, do we need to send the 1099-B to PA DOR or NC DOR or both? Thank you!

[AmyC]

NC DOR but not PA since PA is not taxing the income.

[yz493]

Thanks! But on NC state return, there is no indication that I need to send any attachment. Do I still need to send? If so, what form shall I use? Anything different from federal?

[AmyC]

If you are:

• e-filing there is nothing else to do unless instructed otherwise
• mailing the NC, you will need to send everything asked for in Individual Income Tax Forms & Instructions - NCDOR

I don't know everything in your return! The NC return is based on the federal AGI and works with federal for acceptance.

@yz493

[yz493]

Thank you! I'm e-filing. If you look at the previous conversation in this thread, the question is regarding whether I should mail Form 8453 and 1099-B from my brokerage to NC. For federal return, multiple people have provided the same definite answer and I have mailed those documents to IRS. Shall I do the same for NC state return? Shall I do it for PA state return? Thank you!