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| | {{ForumReplyPost|UserID=Ddoshan|Date=19 February 2009|Text=Yes they can file jointly for Federal. States have different rules in regards to taxability of military pay. Arizona may tax military pay. You would have to read their rules. }} | | {{ForumReplyPost|UserID=Ddoshan|Date=19 February 2009|Text=Yes they can file jointly for Federal. States have different rules in regards to taxability of military pay. Arizona may tax military pay. You would have to read their rules. }} |
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| | + | {{ForumReplyPost|UserID=TTMM|Date=19 February 2009|Text=Arizona has a really well thought out ITR on this subject. It takes you through the calculation when one taxpayer is in a community property state and the other is not. I don't have time to look for it right now. But if you go to www.azdor.gov, then rulings & publications and then look through the ITRs (individual tax ruling) you will find it. It is several years old but it's still the rule. |
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Revision as of 02:31, 19 February 2009
Discussion Forum Index --> Advanced Tax Questions --> Military Filers - Husband from Arizona and Wife from Michigan
Discussion Forum Index --> Tax Questions --> Military Filers - Husband from Arizona and Wife from Michigan
BMA (talk|edits) said:
| 17 February 2009
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| I have a client who are both in the armed forces and stationed overseas. One is an Arizona resident, the other is a Michigan resident. Do they need to file a state tax return separately? Or could they claim Arizona or Michigan as the state of legal residences and file a joint return? If they could choose between the two states, which state could they choose that would be more beneficial for them? They are filing a joint return for the federal.
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Taxea (talk|edits) said:
| 17 February 2009
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| IRS has a military taxpayer publication taxea
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Riley2 (talk|edits) said:
| 18 February 2009
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| State of residence is not a multiple choice question.
However, I seem to recall that active-duty pay is excluded under both Arizona and Michigan law.
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Ddoshan (talk|edits) said:
| 18 February 2009
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| Generally each would remain a resident of the state from which they entered the service. Unless positive steps were taken to change.
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BMA (talk|edits) said:
| 19 February 2009
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| The taxpayers were married last year, both in the military. The husband's w-2 is showing Arizona as the state of residence with about $135 state income tax withheld. The wife's w-2 is showing Michigan as the state of residence with no state wages. Could they file jointly for federal and separately for state? If the law excludes military pay, why was Arizona state tax withheld for the husband?
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Ddoshan (talk|edits) said:
| 19 February 2009
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| Yes they can file jointly for Federal. States have different rules in regards to taxability of military pay. Arizona may tax military pay. You would have to read their rules.
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TTMM (talk|edits) said:
| 19 February 2009
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| Arizona has a really well thought out ITR on this subject. It takes you through the calculation when one taxpayer is in a community property state and the other is not. I don't have time to look for it right now. But if you go to www.azdor.gov, then rulings & publications and then look through the ITRs (individual tax ruling) you will find it. It is several years old but it's still the rule.
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