Eso va a depender.  Si usted es ciudadano o residente de Estados Unidos (con número de Seguro Social y "tarjeta verde"), tiene una obligación de reportar sus ingresos mundiales y pagar impuestos a Estados Unidos.  Si a la pensión Mexico también exige tributo, podrá declarar un crédito en su declaración estadounidense por los impuestos que paga a México.  Si no paga impuestos a México, todo será tributable a Estados Unidos.  Como se trata de una pensión, los ingresos no califican por la provisión de excluir ingresos extranjeros.   Puede usar TurboTax para rellenar su declaración.  Para poder enviar la declaración electrónicamente, necesitará una dirección de Estados Unidos.  Si califica para reclamar el crédito por impuestos pagados a paises extranjeros, vea este enlace:   ¿Dónde ingreso el Crédito Tributario Extranjero (Formulario 1116) o su deducción para 2020? ... View more

Yes.   You actually will file both an Arizona resident return and a California nonresident return.  Arizona and California have a hybrid reciprocal arrangement called a reverse credit.  In this arrangement, you pay all of your state tax to Arizona.  California will give you a credit for the taxes you pay to Arizona. (It's called a reverse credit, because normally it's the other way around.  Normally your resident state gives you a credit for the taxes you pay to the non-resident state).     Prepare the Arizona return first, and when you get to the California return, pay attention to the screen that talks about Credit for taxes paid to another state.  This will apply to you because of the situation I described above.  If not pre-populated, enter all of the income you earned in California in that box and the amount of tax you paid to Arizona on that income.  This will usually be the amount of Arizona tax withheld, plus any additional amount you must pay Arizona or minus any state tax refund from Arizona.   ... View more

@ Seeking__  Just adding to what @AnnetteB6 said, you are best to associate the line entries with the income that generated them, if you have that information (for instance, if it was associated with Ordinary Business Income or with Rental Income).  If associated with both, or you are unsure, you may choose to prorate between both types of income.  Just make sure you do report the total amount no more than one time.     Example:  You have a Line 10 that reports 1000.  If applicable, you can report that 1000 to either K-1 entry, or you can split it 500-500 or proportionately.  But you won't report 1000-1000 or 0-0. ... View more

You have manual entries to make.  The reciprocal agreement between Indiana and Kentucky does not cover the local taxes (reported in Boxes 18-20).  For your Indiana return, follow these Instructions: Open up your Indiana Resident Return Interview, and begin navigating through the interview You will click Continue until arriving on the Your County of Employment Screen For County of Employment, scroll all the way to the end, and select Out Of State-Kentucky Continue your Indiana Return until arriving on Take a Look at Indiana Credits and Taxes Under Personal, home and family credits, select Start on Credit for Non-Indiana Local Taxes   You will then be asked the following questions on the next screens: Credit for Non-Indiana Local Tax?  Select Yes. Non-Indiana Locality name:  Enter the name of the locality.  (Examples:  Louisville, Dayton, Flint) Non-Indiana Local Wages:  Enter what is reflected on the W2 in Box 18 for the locality Non-Indiana Local Taxes:  Enter what is on the W2 in Box 19 for the locality.  Note:  Where multiple localities are involved, add the total of all taxes withheld and the corresponding income taxed.  Only add the box 18 income amounts when they are separately taxed.  In instances where 2 or more localities are taxing the same income (which can happen in certain districts of Louisville, for example), report the box 18 income once, but add the box 19 taxes withheld. ... View more

Whether or not either of you has their own business, or whether that business is either successful or struggling has no bearing on whether or not you should file jointly or separately.  If the business is structured or has made an election to be taxed as a partnership, an S-Corporation, or a C-Corporation, then there is a separate business return that is filed, and through that a document is produced (Schedule K-1) that will allow your wife to claim the income earned on the personal tax return, which may be either joint or separate.   If your wife's business is a sole-member "disregarded" LLC, she will report her income and expenses on Schedule C, which is also a part of the personal tax return (which, if filed jointly, reconciles your income as well).  She could have a separate state filing requirement for the LLC, but that does not affect the federal return either.  And if she is a true sole-proprietorship, and not an LLC, then she also files Schedule C, and the personal return may be filed either jointly or separately.   There are many advantages to filing jointly over separately, but some have compelling reasons why they choose to file separately.  However, when one spouse has his/her own business is not a reason in itself to file separately.  For more information on this subject, see the following Help Article:   Is it better for a married couple to file jointly or separately? ... View more

And understand that the IRS has been behind since last year.  Although they are posting that those refunds will start processing in May, it's a good question as to how long it will be before you as an individual will actually see it.  It is a year that is very, very difficult to set expectations for taxpayers to predict when they will receive their refunds.  So be ready to be patient, and be happy if it arrives sooner. ... View more

In a manner of speaking, it doesn't matter.  California is going to tax the income earned while physically working in California.  For you, your California income is what you earned until 8/14, and his is what he earned while physically present in California until 10/26.  You can state that the move was 8/14 if you wish, but the California taxable income is still the same.  California does not tax your income earned remotely once you left the state, however. ... View more

It depends.  However, if I was to guess, then state B is likely NJ, PA or MA.  All three of these states will double-up income that is also reported to another state (usually NY), but there is a way to remove the income.  The Massachusetts interview asks a specific question regarding this income and is easily removed.   If state B is NJ, you will see a screen in the NJ return entitled About these wages.  You will need to make sure the box is checked to exclude State A's income being reported from the NJ return.   If State B is PA, you will see a screen in the PA interview entitled Confirm these wages.  This will also have a checkbox that toggles to make the State A-reported income not taxable/taxable in PA.  Make sure State A is marked as Not Taxable in PA.   If State B is another state, please comments so we can further assist you (and commenting State A might also be helpful). ... View more

Retirement distributions are subject to tax in the state you are living in when you receive the distribution.  It does not matter that the investment company is located in California.  While many states do allow retirement income to be either partially or even fully tax-exempt, Idaho is not such a state.  Retirement benefits are fully taxable in Idaho. ... View more