State Tax filing Help; Michigan Part-year resident one spouse & Full-year for other spouse; Ohio Part-year resident for one spouse

Forum|Forum|1 year ago
March 30, 2025
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Hello TT community
I am looking for some help filing our 2024 taxes.

Here's our situation - My wife & I got married in April 2024. Throughout 2024, I was a MI state resident and worked in MI. My wife lived in Ohio till March and moved to Michigan with me post-wedding. She worked a job in Ohio for the entire year (commuted across border after moving).Her Ohio employer withheld only Ohio state taxes from payroll for 2024.

Ideally we want to file Married Filing Jointly for Federal. I learned both MI and OH require the state tax filing to match federal filing status.

Can someone help me with how I can properly file the state taxes with correct residency status?

KeshaH

For both Michigan and Ohio, you would file Part-Year Resident returns.

Michigan and Ohio have tax reciprocity, which means the income is only taxed in the resident state. On the Ohio return, you'd only allocate your wife's income up until she moved to Michigan. The rest of her income is only taxable to Michigan. Allocate all of your income and your wife's Michigan income to the Michigan return.

You'll probably have a balance due in Michigan since there were no taxes withheld from your wife's pay. She should request that her employer stop withholding tax for Ohio. She should submit a Form IT-4 and check the box that says she's a full year resident of Michigan. She may then need to provide her employer with a Form MI-W4 so that they can withhold for Michigan taxes, if they offer that option. If not, you should make estimated tax payments to avoid a balance due on your return.