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Merlo
Merlo, Accountant
Category: Tax
Satisfied Customers: 9783
Experience:  25+ years tax consulting. Specializing in returns for US citizens living abroad
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spouse transferred to north carolina effective jan 1/ 2010.

Resolved Question:

spouse transferred to north carolina effective jan 1/ 2010. living in rv park. paying north carolina payroll taxes, etc. .... i (wife) still living in oregon receiving disability ss and retirement disability. .... will probably buy house in north carolina in about a month or 2.
question. . when do we switchover to north carolina ... will he have to pay north caroline and oregon taxes.
Submitted: 4 years ago.
Category: Tax
Expert:  Merlo replied 4 years ago.

Hello JA Customer,

 

If you will also be moving permanently to NC sometime in the next few months, when you file your returns at the end of next year, you will file two returns --

 

1. A resident return with the state of NC

2. A part year resident return with the state of OR

 

If your spouse has actually been working the entire year in NC, he will not report any of that income to OR. The only thing that will actually still be reportable in OR is the retirement disability payments that you received while still residing there. Once you also actually move to NC, those payments will be taxable by NC only.

 

 

Thank you JA Customer

 

 

Customer: replied 4 years ago.
we file a joint return. will we have to file separatelly?
Expert:  Merlo replied 4 years ago.

Hello again Tom,

 

No, you will not have to file separate returns. When you file your part year resident return with the state of OR, you will simply be required to report any income that either you or your husband had while you were still a resident of that state. The rest of the income will be taxable in NC.

 

 

Thank you Tom

 

 

Merlo, Accountant
Category: Tax
Satisfied Customers: 9783
Experience: 25+ years tax consulting. Specializing in returns for US citizens living abroad
Merlo and 4 other Tax Specialists are ready to help you

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