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Level 2
January 14, 2022
Question

State Filing

  • January 14, 2022
  • 2 replies
  • 5 views

My daughter works a Broadway Road show/Company(not independent contractor). Her state of residence is California. Received her W-2 with 7 state withholdings. Which reflect her earnings in the 7 states the production/work took place. Does she need to file in each state?

2 replies

MaryK4
Level 15
January 14, 2022

Each state has its own filing requirements so you would have to check each one separately to see if there is a filing requirement (you can add to this post and someone can check for you).  Even if not required to file, she would be able to get a refund of the withholding if she files (although this sometimes does not make sense depending on the amount).

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Hal_Al
Level 15
Level 15
January 15, 2022

Q. Does she need to file in each state?

A. Yes, probably.  As the other reply said, the rules vary by state.  Here's a link to each state: 

https://ttlc.intuit.com/community/filing-and-paying-taxes/help/do-i-need-to-file-a-state-return/00/25575

 

For state filing requirements, the  work state (WS) does not, usually, go by what you earned in their state but by your total income . For example, if WS has a $10,000 filing requirement and your total income for the year was $15,000; you would be required to file even though you may have had only had $300 of income in that state. But if your total income was $9,000 you would not need to file.

 

This is the general rule: The income is work state (WS) source income since it was earned there. Resident States (RS) tax all their resident's income, regardless of where earned. You will file a non-resident tax return for the WS and report the WS income. You will file a full year resident return for the RS, reporting all your income. The RS will give you a credit, or partial credit for any tax paid to the WS.

 

TurboTax charges $45 for each additional state return prepared.  

 

 

bob861Author
Level 2
January 15, 2022

Thank you very much! I will pass this information onto my daughter.