Financial planning tool / Taxes

Multi-State Tax Organizer

Organize residency, MSRRA, W-2s, and state filing notes before meeting a tax professional.

10 minRelated: CPA, Tax PlannerLife event: Tax

Completion status

0 of 9 items

Working copy / changes save automatically

Tools, calculators, estimators, checklists, and worksheets are for educational organization only and are not financial, tax, legal, accounting, or investment advice. Results depend on the assumptions you enter.

Duty station

Current duty station state

Legal residence

Service member legal residence
Spouse legal residence (MSRRA?)

Spouse income

W-2(s) for spouse collected

Rental property

Identified states where rentals generate income

Documents to gather

W-2 forms
1099 forms
Prior year state returns
Other documents to organize

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