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Megan C
Megan C, Certified Public Accountant (CPA)
Category: Tax
Satisfied Customers: 16547
Experience:  Licensed CPA, CFE, CMA, CGMA who teaches accounting courses at Master's Level
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Im a resident of California with income from Montana. Montana

This answer was rated:

I'm a resident of California with income from Montana. Montana is asking for my federal return and all forms and schedules; and " all earnings statements. Do they have a right to information that has nothing to do with Montana?

Megan C :

Hello! I am a CPA here to assist you with your tax questions. My goal is to provide you with excellent service today.

Megan C :

How are you today?

Megan C :

Unfortunately, the states that you earn income in do have a right to request your federal income tax return. They use this to ascertain whether or not there is additional unclaimed income for their state.

Customer:

Does that include all financial statements, w-2, 1099, ... everything?

Megan C :

They can ask for that information too

Megan C :

to ensure that none of your income came from a Montana source

Customer:

Ok, I guess that covers it. Thanks.

Megan C :

I'm truly sorry if this is not the news you had hoped to hear

Customer:

It seems unjust. But that's just the way the tax ball rolls I guess. Thanks for the expert reply.

Megan C :

You're welcome

Megan C :

If there's nothing else I can assist you with today, please take a moment to rate my response as "excellent" so that I may receive credit for assisting you today

Customer:

OK I'll do that. Thanks.

Megan C :

You're welcome. Hope you have a great day!

Megan C and 2 other Tax Specialists are ready to help you
Thanks, Paul for your positive rating. Please come back and visit me for any of your tax, finance, or social security questions. It was a pleasure working with you today.