How JustAnswer Works:

  • Ask an Expert
    Experts are full of valuable knowledge and are ready to help with any question. Credentials confirmed by a Fortune 500 verification firm.
  • Get a Professional Answer
    Via email, text message, or notification as you wait on our site.
    Ask follow up questions if you need to.
  • 100% Satisfaction Guarantee
    Rate the answer you receive.

Ask Merlo Your Own Question

Merlo, Accountant
Category: Tax
Satisfied Customers: 9783
Experience:  25+ years tax consulting. Specializing in returns for US citizens living abroad
Type Your Tax Question Here...
Merlo is online now
A new question is answered every 9 seconds

My boyfriend, whos self-employed with a web-based business

Customer Question

My boyfriend, who's self-employed with a web-based business (so he could essentially work from anywhere) currently lives in Massachusetts, but is thinking of coming to live with me in Virginia for six months to a year, until we can buy a house and ultimately move back to Massachusetts. One of our biggest hang-ups on this though is the state income tax issue.
He's currently established in Massachusetts to file quarterly tax pre-payments, so he won't have quite the "sticker shock" that he did this past tax season. We know that if he was to continue with this, he would have to continue paying the remainder of the quarterlies, which, if he had to pay Virginia tax in addition to that, would definitely hurt him financially. Is there any way he could get out of these payments?
What would the qualifications be for maintaining Massachusetts residency, so he could avoid paying Virginia state taxes, if he had to continue paying Massachusetts taxes?
What else should we keep in mind?
Submitted: 5 years ago.
Category: Tax
Expert:  Merlo replied 5 years ago.

Hello JA Customer,


Here is the way your boyfriend's state taxes would essentially work.


It sounds as though he intends for MA to remain his permanent state of residence although he may come to live with you on a temporary basis. There is nothing he needs to do to officially to maintain MA residency. He simply should leave all of his registrations such as car registration, drivers license, voters registration along with his bank accounts, etc. all in MA. That serves as proof of the fact that he intends for MA to be his state of residence. There are no official forms that determine a person's state domicile.


Taxpayers are essentially responsible for paying taxes to:


1. Their resident state

2. Any state where they physically work and earn income


What would happen here is that your boyfriend would file a return with the state of VA as a part year resident, and he would report the income he earned while living with you in the state of VA and pay taxes to VA on that income. He would then continue to file a resident return with MA as he has always done in the past and he would report his income for the entire year from all sources, including what he earned while living in VA. However, on his MA return, he would then be allowed a credit for the taxes he already paid to VA, thereby eliminating any double taxation on that same VA income at the state level.


Your boyfriend does not have to continue making estimated payments to MA for the rest of the year or he can adjust the amount he is paying down to the amount he thinks he would actually owe to the state based on how many months he will actually reside there. But at the same time he should probably begin making estimated payments to the state of VA to cover what he thinks he will owe to that state based on the total months he intends to live there and have income while living in VA.


If this was helpful please press the Accept button.


Thank you JA Customer



JustAnswer in the News:

Ask-a-doc Web sites: If you've got a quick question, you can try to get an answer from sites that say they have various specialists on hand to give quick answers... seen a spike since October in legal questions from readers about layoffs, unemployment and severance.
Web sites like
...leave nothing to chance.
Traffic on JustAnswer rose 14 percent...and had nearly 400,000 page views in 30 days...inquiries related to stress, high blood pressure, drinking and heart pain jumped 33 percent.
Tory Johnson, GMA Workplace Contributor, discusses work-from-home jobs, such as JustAnswer in which verified Experts answer people’s questions.
I will tell you that...the things you have to go through to be an Expert are quite rigorous.

What Customers are Saying:

  • I really was impressed with the prompt response. Your expert was not only a tax expert, but a people expert!!! Her genuine and caring attitude came across in her response... T.G.W Matteson, IL
< Previous | Next >
  • I really was impressed with the prompt response. Your expert was not only a tax expert, but a people expert!!! Her genuine and caring attitude came across in her response... T.G.W Matteson, IL
  • I WON!!! I just wanted you to know that your original answer gave me the courage and confidence to go into yesterday's audit ready to fight. Bonnie Chesnee, SC
  • Great service. Answered my complex tax question in detail and provided a lot of additional useful information for my specific situation. John Minneapolis, MN
  • Excellent information, very quick reply. The experts really take the time to address your questions, it is well worth the fee, for the peace of mind they can provide you with. Orville Hesperia, California
  • Wonderful service, prompt, efficient, and accurate. Couldn't have asked for more. I cannot thank you enough for your help. Mary C. Freshfield, Liverpool, UK
  • This expert is wonderful. They truly know what they are talking about, and they actually care about you. They really helped put my nerves at ease. Thank you so much!!!! Alex Los Angeles, CA
  • Thank you for all your help. It is nice to know that this service is here for people like myself, who need answers fast and are not sure who to consult. GP Hesperia, CA

Meet The Experts:

  • Wallstreet Esq.

    Tax Attorney

    Satisfied Customers:

    10 years experience
< Last | Next >
  • Wallstreet Esq.'s Avatar

    Wallstreet Esq.

    Tax Attorney

    Satisfied Customers:

    10 years experience
  • Wendy Reed's Avatar

    Wendy Reed

    Enrolled Agent

    Satisfied Customers:

    15+ years tax preparation and tax advice.
  • Mark D's Avatar

    Mark D

    Enrolled Agent

    Satisfied Customers:

    MBA, EA, Specializing in Business and Individual Tax Returns and Issues
  • Richard's Avatar


    Tax Attorney

    Satisfied Customers:

    29 years of experience as a tax, real estate, and business attorney.
  • jgordosea's Avatar


    Enrolled Agent

    Satisfied Customers:

    I've prepared all types of taxes since 1987.
  • MequonCPA's Avatar


    Certified Public Accountant (CPA)

    Satisfied Customers:

    CPA, Over 30 yrs experience w/individuals and small businesses. Masters in Tax.
  • R. Klein, EA's Avatar

    R. Klein, EA

    Enrolled Agent

    Satisfied Customers:

    Over 20 Years experience