My husband and I bought a house in NC in February and began moving into in May. We previously lived in Florida, so did not have state taxes. His employer will withhold the NC tax, but mine will not. How do we determine:Do we need to make changes to our Federal Withholding? (We owed quite a bit last year.)Should we "double up" on state withhold on my husband's taxes? If so, how do we calculate how much to withhold?Thanks!

Since you moved in the middle of the year you would be filing a part year resident return for NC. You will need to prorate the income earned during the time you lived in NC. You have options:You can have your husband's employer take out additional state withholdingYou can make estimated payments to the state based on your income if your employer will not withhold and submit the state taxes for you.TurboTax has two calculators to help you make these decisions. TurboTax's W-4 CalculatorTurboTax's Tax Caster tax calculator You can then use the results from the calculators to complete a new W-4 form for your husband's employer.

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churd1999

Level 1

Question

New state/bought a house

Forum|Forum|2 years ago
May 29, 2024
1 reply
21 views

My husband and I bought a house in NC in February and began moving into in May. We previously lived in Florida, so did not have state taxes. His employer will withhold the NC tax, but mine will not. How do we determine:

Do we need to make changes to our Federal Withholding? (We owed quite a bit last year.)
Should we "double up" on state withhold on my husband's taxes? If so, how do we calculate how much to withhold?

Thanks!

Ask the Experts - W-4 II - May 2024

Loretta P

Employee Tax Expert

Since you moved in the middle of the year you would be filing a part year resident return for NC. You will need to prorate the income earned during the time you lived in NC.

You have options:

You can have your husband's employer take out additional state withholding
You can make estimated payments to the state based on your income if your employer will not withhold and submit the state taxes for you.

TurboTax has two calculators to help you make these decisions.

TurboTax's W-4 Calculator

TurboTax's Tax Caster tax calculator

You can then use the results from the calculators to complete a new W-4 form for your husband's employer.

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