Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

Military Couple with non-military W-2 for servicemember

CPAMomma
Level 2

Newly married Military couple both serving in USAF.  His home of record is TX, stationed in ND. Her home of record is FL, stationed in NM.  I thought great, MFJ with no state income tax returns.  I received their info, she has a W-2 for a side job in NM. They both contributed to Roth IRAs, and want to file MFJ.  So now I'm thinking: MFJ with Lacerte marked for NM non-resident return.  NM instructions states: Non-resident servicemembers must continue to allocate non-military income from services performed to the state where the income was earned.  I would mark all income to either TX or FL, except for the NM W-2 income and withholding.  Is my thinking faulty??     The things we do for family.....

0 Cheers
1 Comment 1
sjrcpa
Level 15

Your thinking sounds correct to me.


Ex-AllStar