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How do I file my state taxes if I moved to AL last year from PA and got married earning income in both states?

 
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DaveF1006
Expert Alumni

How do I file my state taxes if I moved to AL last year from PA and got married earning income in both states?

Yes, you can file Married Filing jointly even though you both have income in different states.  You will file two state returns, one as a PA part-year resident and the Alabama return as a full year resident. Be sure when your wife enters her information in the MY INFO portion part of your return, that she money in other states and then indicate the period of time she spent living in PA.  This information entered will correctly allocate her income between the two states.

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5 Replies
HelenC12
Expert Alumni

How do I file my state taxes if I moved to AL last year from PA and got married earning income in both states?

You would file part-year income tax returns and allocate how much you earned in each state. TurboTax will guide you.

 

If you were a resident of two different states during the tax year (for example, if you moved from one state to another), you'll normally file part-year returns in both states, assuming each state collects income tax and you had income in each state.

 

TurboTax handles part-year returns, but you need to make sure you've set up your personal information correctly for us to do so. We'll ask about where you lived in 2019 when you set up your personal information.

 

If you need to add this information after you've begun your return:

  1. Sign in to Turbo Tax and select My Info.
  2. Personal info summary screen will pop up.
  3. Select Edit next to the top section with your name, Social Security Number, birthdate, occupation, and resident state.
  4. Question number 2 asks you the state(s) you lived in during 2019. Select your state of residence from a drop-down menu.
  5. You'll also be asked if you lived in another state in 2019. Answer Yes and a new section will appear asking for your previous state of residence. Select the other state you lived in.
  6. Fill out the date of when you moved to your current state.
  7. If the rest of your information is accurate, select the blue Continue button in the lower-right corner of the screen.

After you finish your federal return, you'll automatically move to the State section, where you'll see your part-year states listed. We suggest you prepare the return for your former state first, followed by the return for the state you currently live in.

 

Important: If you also see a nonresident state return in the State section, complete that return before you work on your part-year return(s) to ensure your tax credits are calculated correctly.

 

Related Information:

Source: TurboTax

 

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How do I file my state taxes if I moved to AL last year from PA and got married earning income in both states?

So I chose married filing jointly for my federal tax returns for me and my wife.  Should I choose married filing jointly for state as well?  Also, are both me and my wife considered partial residents even though I worked a full year in Alabama and she worked in PA and AL?

DaveF1006
Expert Alumni

How do I file my state taxes if I moved to AL last year from PA and got married earning income in both states?

Yes, you can file Married Filing jointly even though you both have income in different states.  You will file two state returns, one as a PA part-year resident and the Alabama return as a full year resident. Be sure when your wife enters her information in the MY INFO portion part of your return, that she money in other states and then indicate the period of time she spent living in PA.  This information entered will correctly allocate her income between the two states.

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How do I file my state taxes if I moved to AL last year from PA and got married earning income in both states?

Thank you Helen and Dave, I really appreciate it.  The penalty in Alabama is pretty steep for filing jointly as a full time resident and part time.  Do you all think it would be better to file married separately?  Or is this penalty unavoidable? 

KatrinaB48
Expert Alumni

How do I file my state taxes if I moved to AL last year from PA and got married earning income in both states?

The state of Alabama does allow you to file as married filing separately for the tax year even if you file as married filing jointly on your federal return. Please view the Alabama link for more information.

Please view the TurboTax FAQ for instructions on filing married filing separate state returns.

 

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