w***4
发帖数: 1205 | 1 【 以下文字转载自 TAX 讨论区 】
发信人: wwww4 (aiwen), 信区: TAX
标 题: 请教：夫妻俩在两个州（新泽西和宾州），州税如何报？收到tax audit
发信站: BBS 未名空间站 (Tue Jan 22 11:54:01 2013, 美东)
夫妻俩在两个州（新泽西和宾州），都用的宾州的驾照，周末commute,州税如何报？
收到新泽西的tax audit,让补税。我们联邦税一起报，州税各自按照居住的州，分别填
的税表。新泽西认为两个人的收入都应该扣税，合理吗？是不是他们弄错了？
气人的是，让华人的税务公司填的。现在audit,好象一切问题自理。我们原来以为，有
任何问题应该找报税的税务公司。现在这样，还不如当初自己买软件填呢。 |
N***U
发帖数: 1242 | |
y*****l
发帖数: 110 | |
w***4
发帖数: 1205 | 4 谢谢。
【在 y*****l 的大作中提到】
: 新泽西和宾州是利益豁免的。只用交一个州的州税
|
g*****s
发帖数: 1288 | 5 >我们联邦税一起报，州税各自按照居住的州
好像不行吧，联邦一起报，州也要一起报。你们应该彻底分开报。
【在 w***4 的大作中提到】
: 谢谢。
|
c*****i
发帖数: 1392 | 6 应该是这样，而且即使两州有treaty，你也要报两州税
【在 g*****s 的大作中提到】
: >我们联邦税一起报，州税各自按照居住的州
: 好像不行吧，联邦一起报，州也要一起报。你们应该彻底分开报。
|
y*****l
发帖数: 110 | 7 说具体就是，
分开报，各自交各自的。
一起报，看你们用哪个州的地址进行报税。另一个州的州税会退回来的 |
d*****j
发帖数: 1192 | 8 Google is your best friend...
According to this -
http://www.state.nj.us/treasury/taxation/pdf/pubs/tgi-ee/git4.p
If you file a Federal income tax return, you must use the same filing status
on your New Jersey income tax return as you do on your Federal return,
unless you are a partner in a civil union.
My husband and I are both NJ residents, I work in NY while my husband works
in NJ. I have to report my husband's income on my NYS return, because NYS
use the combined income to determine the correct tax brackets. For example,
if my husband and I each make 100k a year and combined income is 200k, 200k
income definitely has the higher tax brackets. My NYS income of 100k will be
taxed at that higher tax brackets. If I only report my NYS income to NYS, I
'd underpay taxes. |
N***U
发帖数: 1242 | 9 LZ is different from your situation. IF The couple live in different
states while earn incomes from different states for the ENTIRE YEAR.
Base on the tax law, the couple can elect to file for their own tax return
with their resident states although they elect to file married file jointly
for federal purpose.
more details needed for why NJ request for tax payment.
status
works
,
200k
【在 d*****j 的大作中提到】
: Google is your best friend...
: According to this -
: http://www.state.nj.us/treasury/taxation/pdf/pubs/tgi-ee/git4.p
: If you file a Federal income tax return, you must use the same filing status
: on your New Jersey income tax return as you do on your Federal return,
: unless you are a partner in a civil union.
: My husband and I are both NJ residents, I work in NY while my husband works
: in NJ. I have to report my husband's income on my NYS return, because NYS
: use the combined income to determine the correct tax brackets. For example,
: if my husband and I each make 100k a year and combined income is 200k, 200k
|
d*****j
发帖数: 1192 | 10 If LZ filed married joint for federal and filed married separate for NJ
State, it's unlikely the NJ State would require her to report both her and
her husband's income. The fact she got audited, there must be some red flags
. My guess is she filed with married joint status for both federal and NJ,
but on NJ return, she only reported her own income.
jointly
【在 N***U 的大作中提到】
: LZ is different from your situation. IF The couple live in different
: states while earn incomes from different states for the ENTIRE YEAR.
: Base on the tax law, the couple can elect to file for their own tax return
: with their resident states although they elect to file married file jointly
: for federal purpose.
: more details needed for why NJ request for tax payment.
:
: status
: works
: ,
|
|
|
N***U
发帖数: 1242 | 11 this might be a good guess.
this may explain why LZ never come back to the debate.
flags
【在 d*****j 的大作中提到】
: If LZ filed married joint for federal and filed married separate for NJ
: State, it's unlikely the NJ State would require her to report both her and
: her husband's income. The fact she got audited, there must be some red flags
: . My guess is she filed with married joint status for both federal and NJ,
: but on NJ return, she only reported her own income.
:
: jointly
|
w***4
发帖数: 1205 | 12 谢谢。看了一下我们当年的报税，税务公司的确是这样帮我们填的。
那宾州的税我已经交了。新泽西的税我不该交。我可以就这样对新泽西申辩吗？
多谢。
flags
【在 d*****j 的大作中提到】
: If LZ filed married joint for federal and filed married separate for NJ
: State, it's unlikely the NJ State would require her to report both her and
: her husband's income. The fact she got audited, there must be some red flags
: . My guess is she filed with married joint status for both federal and NJ,
: but on NJ return, she only reported her own income.
:
: jointly
|
N***U
发帖数: 1242 | 13 目前情况看，你要补交NJ tax.
因为合报的话，必须是两个人的收入和，尽管你的情况可以分开报。
这是税务公司的错，（除非还有其他情况）
【在 w***4 的大作中提到】
: 谢谢。看了一下我们当年的报税，税务公司的确是这样帮我们填的。
: 那宾州的税我已经交了。新泽西的税我不该交。我可以就这样对新泽西申辩吗？
: 多谢。
:
: flags
|
w***4
发帖数: 1205 | 14 打电话去问了新泽西的税务官员，出乎意料，服务态度很好。要求我去宾州改原先的报
税身份，由nonresident改为resident。然后把当年的租房记录和驾照，连上宾州修改
身份的材料发给新泽西的税务部门，应该就可以了。
【在 N***U 的大作中提到】
: 目前情况看，你要补交NJ tax.
: 因为合报的话，必须是两个人的收入和，尽管你的情况可以分开报。
: 这是税务公司的错，（除非还有其他情况）
|
N***U
发帖数: 1242 | 15 我还是建议你做 ＮＪ１０４０Ｘ。因为合报不能只改一个人的ｓｔａｔｕｓ．
还有，到底谁住ＮＪ， 你还是你ＬＤ？ 你们到底是怎么报的？我怎么觉得你前后的
描述是矛盾的。
————————————————————————————
你原来的问题：
“州税各自按照居住的州，分别填
的税表。新泽西认为两个人的收入都应该扣税，合理吗？是不是他们弄错了？”
————————————————————————————
这是Ｄａｉｓｙｎｊ的回答：
发信人: daisynj (daisy), 信区: NewJersey
标 题: Re: 请教：夫妻俩在两个州（新泽西和宾州），州税如何报？收到
发信站: BBS 未名空间站 (Sat Jan 26 10:07:45 2013, 美东)
If LZ filed married joint for federal and filed married separate for NJ
State, it's unlikely the NJ State would require her to report both her and
her husband's income. The fact she got audited, there must be some red flags
. My guess is she filed with married joint status for both federal and NJ,
but on NJ return, she only reported her own income.
————————————————————————————————
这是你的再次回复：
发信人: wwww4 (aiwen), 信区: NewJersey
标 题: Re: 请教：夫妻俩在两个州（新泽西和宾州），州税如何报？收到
发信站: BBS 未名空间站 (Tue Jan 29 09:55:38 2013, 美东)
谢谢。看了一下我们当年的报税，税务公司的确是这样帮我们填的。
那宾州的税我已经交了。新泽西的税我不该交。我可以就这样对新泽西申辩吗？
多谢。
flags
姐姐，你到底咋填的？
唉，我也是吃多了咸的，老公又要说了，算了，解决了就好。
【在 d*****j 的大作中提到】
: If LZ filed married joint for federal and filed married separate for NJ
: State, it's unlikely the NJ State would require her to report both her and
: her husband's income. The fact she got audited, there must be some red flags
: . My guess is she filed with married joint status for both federal and NJ,
: but on NJ return, she only reported her own income.
:
: jointly
|
w***4
发帖数: 1205 | 16 多谢。是我开始的时候记错了。那一年，完全是由税务公司报的税。全部是按两个人都
是NJ residents填的，尽管我们分住在两个州。我住在宾州。我的宾州收入税已经由公
司代扣了。填税表时，填的Non-resident. 根据宾州IRS的规定：“Nonresidents of
Pennsylvania. PA law taxes the income you earn, receive and realize from PA
sources. ”
【在 N***U 的大作中提到】
: 我还是建议你做 ＮＪ１０４０Ｘ。因为合报不能只改一个人的ｓｔａｔｕｓ．
: 还有，到底谁住ＮＪ， 你还是你ＬＤ？ 你们到底是怎么报的？我怎么觉得你前后的
: 描述是矛盾的。
: ————————————————————————————
: 你原来的问题：
: “州税各自按照居住的州，分别填
: 的税表。新泽西认为两个人的收入都应该扣税，合理吗？是不是他们弄错了？”
: ————————————————————————————
: 这是Ｄａｉｓｙｎｊ的回答：
: 发信人: daisynj (daisy), 信区: NewJersey
|
p*******n
发帖数: 445 | 17 我的情况跟楼主也挺相似的，多谢指教！
jointly
【在 N***U 的大作中提到】
: LZ is different from your situation. IF The couple live in different
: states while earn incomes from different states for the ENTIRE YEAR.
: Base on the tax law, the couple can elect to file for their own tax return
: with their resident states although they elect to file married file jointly
: for federal purpose.
: more details needed for why NJ request for tax payment.
:
: status
: works
: ,
|
