Why multi-state filing is different
Service members and spouses may have residency in one state, work in another, and earn income in a third. A CPA can help untangle this.
Taxes & Multi-State Filing
What your CPA may need for multi-state military tax filing
A starting list of the residency, MSRRA, and W-2 details a CPA may want before tax season.
6 min readRelated pros: CPA, Tax Planner
- Active Duty
- Reserve & Guard
- Tax
Resources are for general educational purposes and may not apply to your specific situation.
Residency basics
SCRA and MSRRA may protect a chosen state of legal residence. The details matter.
- State of legal residence
- Spouse residency election
- Where W-2 income was earned
Income types
Pull together every income type before tax season.
- Active duty pay
- Spouse W-2 or 1099
- Side business income
- Investment income