An out of state college student earned, where to file that income?

Forum|Forum|2 years ago
April 17, 2023
1 reply
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our dependent son earned income out of state while attending college. he was given a Ma. W2 for his earnings though his residence is Pa. his income does not meet the federal filing threshold of 12,950 being fully enrolled in college. where should he file, Pa. or Ma?.

does his W2 address need to be corrected to show his home residence and file in Pa.?

do we need to file an extension anywhere?

thanks in advance.

Hal_Al

Employee

Q. Where should he file, Pa. or Ma?.

A. Both. He file a MA non resident return and pays MA tax. He files a PA return and calculates tax on the same income. But, PA gives him a credit, or partial credit , for the tax he paid to MA. Prepare the MA return first, so that TT can calculate the credit.

Q. Does his W2 address need to be corrected to show his home residence and file in Pa.?

A. No. Using his home address on the tax forms will be enough.

rswelterAuthor

thanks Hal_Al

I was hoping to simplify the process by just filing in one state.

What your saying makes sense.

When is he required to file his own Federal, is it just the 12,950 hurdle?

DawnC

Employee

Yes. He may not have a federal filing requirement, but you have to file federal if you want to e-file the state returns. And, he can get back any taxes withheld in Box 2 by filing the federal return.

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