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I've been a SD resident for over three years and just got engaged. My partner is a NC resident and intends to keep their residency after we get married. 

I'm envisioning this being complicated. 

Our first thought is it will be best to file our taxes separately. 

Any advice? Thank you !

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1 hour ago, On_The_Road_Again said:

Thanks for the pro tip 😛

I already have....

I was hoping for some first hand experience though. 

I'm guessing you didn't like what that pro had to say , so you're looking for a different answer from the masses .

Best of luck . ;)

Edited by Pat & Pete

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I doubt that the IRS cares what address you use but since  NC has a state income tax she will need to file so separate income for tax purposes is probably the only reasonable answer to avoid her paying tax on your income. 

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6 hours ago, On_The_Road_Again said:

I've been a SD resident for over three years and just got engaged. My partner is a NC resident and intends to keep their residency after we get married. 

I'm envisioning this being complicated. 

Our first thought is it will be best to file our taxes separately. 

Any advice? Thank you !

"Their" taxes?   I take it your partner is working?   With dependents?   Are you planning on fulltiming together?

 

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I’m not a tax expert but I suppose you could file jointly for your federal return and she will have to file a separate state return but I would check with a tax attorney or CPA in NC to be sure. 

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17 hours ago, On_The_Road_Again said:

I've been a SD resident for over three years and just got engaged. My partner is a NC resident and intends to keep their residency after we get married. 

 

Been there Done done that but difference states. You didn't mention your ages so I presume your under 65. 

My case, we are were over 70, I'm a Texas resident with Illinois wages (Deferred Comp) and my wife is a Illinois Resident with no retirement income taxable in Illinois.  We file jointly on Federal Income and Illinois State Income. I use an Illinois CPA as Illinois is the more complicated.

We married in Nov so the partial year we did file separate but jointly since using my Texas address.   NO PROBLEMS and Great Saving. Have your CPA figure the taxes both ways to see what saving you find. It shouldn't cost any difference to figure both ways of taxes due.

Clay

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I know of two couples where one is a resident of one state, and the other is a resident of another state.  They do it for tax and insurance benefits.

They both say it works well for them.

Edited by pjstough

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