Message Font: Serif | Sans-Serif
No. of Recommendations: 1
I am not exactly sure on this one, but considering that your husband was mobilized following 9-11, this situation may fall under the income tax provisions of the Soldiers and Sailors Civil Relief Act. As a full-time active duty member, I can move from state to state and maintain my residency in my home of record (which just happens be Ohio by the way). My wife on the other hand has to change her residency with each new assignment, so I have gotten quite an exposure on the different state income taxes that are out there.

I believe Ohio is one of those states where the filing on the federal has to match the state return. This is where it gets tricky because you will have to do the schedule D of the Ohio return to signify that your husband was a Wisconsin resident and get the non-resident tax credit. You will probably have to file an amended return for the affected years reflecting the appropriate non-resident/part year tax credits. This should help reduce the $6,000 amount, but there may be some penalties for the different amounts between filing single and joint returns.

Also, depending on where your husband's active duty time was spent (e.g. overseas in a combat zone), parts of his income may tax free in addition to the tax free allowances from when he was on active duty.

Print the post  


In accordance with IRS Circular 230, you cannot use the contents of any post on The Motley Fool's message boards to avoid tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.