b*****g
发帖数: 662 | 1 【 以下文字转载自 TAX 讨论区 】
发信人: begoing (eryday), 信区: TAX
标 题: Oregon/CA两地报税问题
发信站: BBS 未名空间站 (Fri Feb 18 12:27:23 2011, 美东)
夫妻分开两地报税，我在ca，lp在oregon，第一次在oregon报税
federal tax用的是filing jointly，想用filing seperately报州税，
可是发现oregon要求federal和state的filing status保持一致，这样我们要多付几千
多刀的
oregon州税
事实是我在CA工作，照样交CA的税，凭什么还要交oregon的税啊？
而且我发现oregon明文规定在CA的收入在oregon不能deduction
这是什么狗屁规定啊？
有人有相同的问题吗？如何解决？ |
M****a
发帖数: 11261 | 2 Cannot remember clearly, but from what I can recall, I only paid state tax
for the part I earned in Oregon. |
b*****g
发帖数: 662 | 3 how did you do it?
what kind of form you need to fill?
I did my tax return on taxact and follow the procedure step by step. It
seems that I
can not avoid to pay the tax I earn in CA
【在 M****a 的大作中提到】
: Cannot remember clearly, but from what I can recall, I only paid state tax
: for the part I earned in Oregon.
|
r***r
发帖数: 123 | 4 deduct your CA income tax at item
38 Credit for income taxes paid to another state. State |
M****a
发帖数: 11261 | 5 I used Turbo Tax.
Checked the tax form for you, seems on the form you should be using (40P),
item 38 is the one to calculate the Oregon Income Percentage; and that
percentage is used later to adjust the portion you need to pay for Oregon
state tax.
【在 b*****g 的大作中提到】
: how did you do it?
: what kind of form you need to fill?
: I did my tax return on taxact and follow the procedure step by step. It
: seems that I
: can not avoid to pay the tax I earn in CA
|
f****9
发帖数: 34 | 6 1. Are you both OR full year residents?
If yes, then you file OR return as full year residents and non-residents for
CA.
2. If you move between States mid year, then you will file part year residents 40p.
3. If one is CA, one is OR, there is Special instructions for
married filers with different residency statuses. See page 19 here
http://www.oregon.gov/DOR/PERTAX/docs/2010Forms/101-431-10.pdf
Hope this help:-) |
b*****g
发帖数: 662 | 7 thank you!
we should be case 3
according to this special instruction, we should file jointly oregon as NR:
Full-year resident and nonresident.
If you file separate Oregon returns, the full-year resident will file
Form 40 and the nonresident will file Form 40N.
If you choose to file a joint return for Oregon, file
Form 40N.
The full-year resident will report all income from
all sources for the year. The nonresident will report
only Oregon-source income.
Am I correct?
for
residents
40p.
【在 f****9 的大作中提到】
: 1. Are you both OR full year residents?
: If yes, then you file OR return as full year residents and non-residents for
: CA.
: 2. If you move between States mid year, then you will file part year residents 40p.
: 3. If one is CA, one is OR, there is Special instructions for
: married filers with different residency statuses. See page 19 here
: http://www.oregon.gov/DOR/PERTAX/docs/2010Forms/101-431-10.pdf
: Hope this help:-)
|
f****9
发帖数: 34 | 8 Yes, you can choose to file joint as 40N if you do not want to file separate
returns.
Please note that OR define residency as :
An Oregon resident is someone who is domiciled in
this state. ”Domicile” is defined below. An Oregon
resident may also be someone who:
• Is not domiciled in Oregon, but
• Maintains a residence in Oregon, and
• Spends a total of more than 200 days in Oregon
during the taxable year.
Also if you have two homes, your domicile follows your center of activity.
To determine your center of activity and your domicile,
consider:
• Physical characteristics of the place.
• Time you spend there.
• Things you do there.
• People and property there.
• Your attitude toward the place.
• Your intent to return to the place when you are away. |
