What Are State Income Taxes, Extensions, and Amendments?

What is a State Tax Return?

It reports your income, credits, and other state information. You send the return to your state tax agency, not the IRS.

When Do I Need to File a Resident State Tax Return?

If the state that you live in collects income taxes, you may need to file a resident tax return for that state. 

When Do I Need to File a Part-Year Resident State Tax Return?

Generally, you are required to file a part-year resident tax return for each state you lived in for one of the following reasons: 

  • You moved from one state to another (file two part-year resident state returns).
  • You lived in three or more states (file a part-year return for each state).

When Do I Need to File a Nonresident State Tax Return?

You would need to file a nonresident return for each state you worked in but did not reside. Therefore, if you lived in one state and worked in another state, you may need to file a resident return for the state you lived in and a nonresident return for the state in which you worked. 

You may also be required to file a nonresident return in the following situations: 

  • Your earned income is not from your resident state.
  • Your employer mistakenly withheld taxes for a state that's not your resident state. 
  • You have gambling winnings from a nonresident state
  • You have rental property from a nonresident state
  • You are a partner in a partnership (or shareholder in an S-Corporation) based in a nonresident state.
  • You received income from a trust or estate that has interest in a nonresident state.

Do I Need to File a Nonresident Return for My Employer's Resident State?

Generally, you don't need to file a return for a state your employer resides unless you also work there. What's important is where you earned the income, not where your employer is located. 

Are There States That Don't Have Income Tax to File?

If you lived and/or worked in the following states, you don't need to file a state return for these states: 

  • Alaska
  • Florida
  • Nevada
  • New Hampshire
  • South Dakota
  • Tennessee
  • Texas
  • Washington
  • Wyoming

What is a State Tax Extension?

It gives you more time to file your state return.

What Are the Requirements for Filing a State Tax Extension?

Generally, most states follow the same deadline to file a federal extension, as well as accept federal extensions. However, other requirements vary based on state. Those requirements usually relate to separate filing deadlines, tax payment rules, or specific forms to file (or not file). 

How Do I File a State Tax Extension?

Learn how to file a state tax extension for a specific state on Taxpert.com's separate state pages. 

What is State Tax Amendment?

It shows any changes you've made to your originally filed and accepted state return.

When Should I Amend a State Tax Return? 

If you amend your federal return, you may also need to amend your state return. That's because your state return may be greatly impacted by changes you made to your federal return.

How Do I File a State Tax Amendment?

Find forms and instructions on how amend your tax return on Taxpert.com's individual state pages. 

Where Can I Find More State Tax Information?

Visit our state tax pages on Taxpert.com. 

©2022 taxpert.com