Do I need to file taxes in both states?

Question

I am a New York state resident, as is my mother. My permanent address is the same as her address in New York. My mother is claiming me as a dependent (she provided 50% or more of my resources for my year), but I was in school in California and made all of my money in California for 2012. Therefore, I used my current California address (in order to receive return payments, receive PIN numbers, etc.) and only filed my taxes in California, as this is where I made all of my money. Again, I was a student for 2012 in undergraduate education in California and also worked part-time. However, her taxes are being rejected because it says that I am not listed as a New York state resident on my taxes, as there is nowhere to put that on the tax forms. Do I need to also file New York tax returns (will have to amend my returns, as I already filed months ago) in order for her to receive the benefit from my dependency/the education tax credit? Any help is greatly appreciated. Thank you!

Bobbie · Accepted Answer

Only temporary absence form New York your domicile state while attending school in Ca and living at home with your Mother when not in school during the tax year and her qualifying child dependent on her own 1040 FIT tax return during the 2012 tax year for the 2013 tax filing season.
And you apparently did not fill out and file a nonresident state income tax return for the state of Ca either so you really do have a problem at this time with this matter and may even have to contact New York state and explain it and file an amended Ca state income tax return to try and correct your state income filing at this time in your life.
YES definitely will have to try to do some thing in order to get the matter taken care in the way that it is supposed to be for the 2012 tax year income tax filing.
The federal also since you apparently did claim your self as an single taxpayer and also claimed your own exemption for the 2012 tax year during the 2013 tax filing season under the age of 24 on December 31 2012 RIGHT.
Hope that you find the above enclosed information useful. 04/15/2013

StephenWeinstein · Answer

Yeah, you need to file in both states, but not for the reason that you said.

The reason that you need to file in both states is that New York requires all NY residents, who made their money anywhere in the world, to file.  Even if there was no benefit to her, you would still need to file in NY, because not doing so is against the law.

This does not mean that you will need to pay NY.  When you file in NY, you can claim a credit for the tax paid to CA or income that was taxed by both CA and NY.  If this credit is more than the NY tax, then you would not need to pay NY.  But you would still need to file in both states.

gilles · Answer

Many states are comparable in this section. As an self reliant contractor, you would be able to nicely be catagorized as "self-employed". you will would desire to report the two State and Federal varieties and pay taxes on your earnings. whether, you will choose to fill out a earnings and Loss type additionally. you have qualifying deductions. additionally, you will choose to pay into social risk-free practices and Medicare. it is appropriate to work out a repitable tax provider for submitting. it is going to fee you, whether it will be accomplished superb.

tro · Answer

you should have filed 540 NR in Calif. on your Calif.income inasmuch as you are a resident of NY
and yes, you need to file a NY return

Slickterp · Answer

Yes, you do.

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Do I need to file taxes in both states?

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