Hello! I am a CPA here to assist you with your tax questions. My goal is to provide you with excellent service today.
How are you today?
For federal purposes, you will file a joint return. And in California you would file a joint return as well, but the income earned by your wife in Texas would not be taxable, unless your wife is considered a resident of California.
If she lives in Texas, and works in Texas then there is no California tax on that income. However, if she's considered a California resident she will owe tax on that income even though it was earned in Texas.
Is your wife a Texas resident, or a California resident?
What would determine that? I believe she is a Texas residant but what would California need to see?
If your wife is in California only for temporary or transitory purpose, she is not a resident of California
Determining status is outlined in a publication found, HERE
Your wife living in Texas, having a Texas driver's license, etc would prove Texas residency
She has an apartment lease, utilities, auto lease and automobile insurance. She can get a drivers license if need be.
There is no "hard and fast" rule - but it is possible for spouses to be residents of separate states.
By the way...your chats are repeating themselves over and over countless times. I have to keep scrolling down to find current answers.
I'm so sorry - we must be having technical difficulties. It's not doing that on my end.
If your wife is in California only for temporary or transitory purpose, she is not a resident of California: she is only in California on occasional weekends.
That is correct - if she's only there on the weekends to visit you, then she's not a California resident
Can you clear the old chats off?
I really can't - I wish I could. Experts have the same access to the chats as customers do. We're at the mercy of the website :-(
On page 4, there are several different factors to consider...and it's noted that it's not then number of factors, it's the strength
But, if your wife lives and works in Texas, has a Texas driver's license, is registered to vote in Texas, banks in Texas goes to the doctor in Texas, then she's a Texas resident
However, based on what you have told me altogether, your wife is most likely considered a California resident, unfortunately. She owns a home joint with you there, she goes there for visits, her child is in a CA college, she currently has a California driver's license
You will need to work with a local tax preparer to get your items in order so that in the future she can be considered a Texas resident, but for this year, she would be a California resident.
If you file a joint return, you will also file a joint return for state purposes as well.
Are you still there?
Yes, I am
Did you see what I just typed to you?
Or, do I need to copy and paste it?
Are you still there with me?
Are you still there to help me...I don't know what to do as you arn't responding to me.
I am here...
I've been responding?
Did you see the info I just sent?
Thanks for your follow up. Unfortunately, the information that I seen last from you was you saying that you could not see what I said...If you don't mind, copy and paste and send it again. I truly apologize for these technical difficulties. The site must be having problems today.
No problem...here is what I said:
My wife truely does reside in Texas. I go there most of the time. She comes to California 4 to 5 times per year.
Here is what TurboTax recommended:
1) I would prepare one married-filing-jointly (MFJ) return with the IRS.
2) Then I would prepare a "mock" Married Filing Seperate (MFS) federal return and one state MFS return. This mock MFS return contains only my income and my half of the deductions from the real MFJ federal return. This ensures that TurboTax only transfers my income to the married Filing Seperate state return. I would file the MFS state return but NOT the mock federal return that it pulls the information from.
4 quick questions:
1) My daughter works as well as going to school so what if we don't claim her as a dependent
2) What if we filed seperate federal tax returns
3) We are upside down on our property so we can show that we would not be able to sell it
4) How would the state of California even know if she doesn't file and the employer isn't withholding anything so nothing would go to the state from the employer