Assembling Multiple State Returns

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ossipago
Posts: 182
Joined: Wed Apr 21, 2010 4:31 pm

Assembling Multiple State Returns

Post by ossipago »

I'm going to be mailing four finished state returns tomorrow (3 part-year and 1 non-resident), and a question came up about assembly.

In particular, when do I need to include other state returns when mailing? I know every state is different, but in general, do I need to include all the other 3 state returns in every packet, or just when I take an other state tax credit? Nothing I consulted, like any of the instruction booklets, was clear on this point, so I thought someone here might have some experience in this sort of thing.
ieee488
Posts: 1989
Joined: Thu Dec 10, 2009 7:57 am

Re: Assembling Multiple State Returns

Post by ieee488 »

In the past where I have moved from one state and thus was part-year resident in two states, I have never had to provide the other state's returns.
It states very clearly what is required.
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scrabbler1
Posts: 2797
Joined: Fri Nov 20, 2009 1:39 pm

Re: Assembling Multiple State Returns

Post by scrabbler1 »

The times I have prepared part-year or non-resident state income tax returns, I have never included one state's return with another state's return, even if there was a resident credit being taken in one state.
Topic Author
ossipago
Posts: 182
Joined: Wed Apr 21, 2010 4:31 pm

Re: Assembling Multiple State Returns

Post by ossipago »

When I took a CA non-resident other state credit, they asked for a copy of the other state return. Maybe they are an exception. Just wanted to ask to be safe.
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