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Tax Law (Questions About Taxes)/File tax returns in 3 states?

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Question
My husband  obtained a job working in the Gulf of Mexico (Louisiana) while technically a resident of GA from January-June of last year. This particular job requires you to live at sea.  June, we signed a lease in NY to prepare for his move before our wedding, thus moving his residency to NY technically. All state taxes of course are paid to Louisiana not NY or GA because he did not work there. I understand filing in LA but does he have to file state returns in NY and GA ?

Answer
Bernie,

Thanks for your question.

His LA filing will be as a non-resident.  He should file a GA return as a part year resident, reporting the income he earned (in LA) as a Georgia resident.  He will also need to file as  NY part-year resident for the income earned while a NY resident.  Both states will give him a credit for taxes paid to LA.  

Hope this helps.

John Stancil, CPA

Tax Law (Questions About Taxes)

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John Stancil, CPA

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I can answer questions on personal income taxes, partnerships, and some corporate income taxes. I can deal with some state tax questions. Limited gift and estate tax questions. I am also familiar with ministerial and church tax reporting issues. I am Professor Emeritus at Florida Southern College. Sales taxes and property taxes are state and local issues so I am not likely be be able to give you an in depth answer on those types of taxes. I have maintained a CPA practice, specializing in tax, for over 35 years. I am a member of the National Association of Tax Professionals, The Florida Insititute of CPA's, The NCPE Fellowship. In addition I am a Certified Mentor for SCORE. Visit my website at www.mybaldcpa.com. I also offer seminars and consultations to churches and clergy on their tax issues at www.churchtaxsolutions.com Also visit my blog, www.thetaxdocspot.com. I am listed on Tax Connections at https://www.taxconnections.com/profile/John-Stancil/12258973 Prepare and file your own taxes at www.1040stancilcpa.com

Experience

I hold a doctorate in Accounting, and am a CPA. My certifications of CIA, CFM, and CMA are inactive. I passed all certification examinations on the first attempt, and received honorable mention for my scores on the CIA exam. I have operated a CPA firm for over 37 years and have taught accounting and tax at the college level for over 35 years.

Organizations
FICPA, NATP, NCPE Fellowship, Lakeland Business Leaders

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The CPA Journal, Florida CPA Today, Green Consumer, Green Business, Global Sustainability as a Business Imperative, Palmetto Review, NATP TaxPro Quarterly, Mustang Journal of Finance and Accounting.

Education/Credentials
DBA University of Memphis MBA University of Georgia BS in Accounting Mars Hill University

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