Taxpayer and Spouse Different Residency-Military

Forum|Forum|2 years ago
February 18, 2024
1 reply
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Trying to file joint return, but because my husband is active duty military with a Home of Record of IL and stationed in IL, but I live and work in MO (civilian) and don’t qualify for MSRRA since he is not stationed in MO.

I’m blocked from proceeding because “MO allows one of you to calculate your taxes independently, but TurboTax does not fully support this type of tax return using the interview. You will need to complete part of your return by leaving the interview and selecting Forms at the top”, but Forms is greyed out. How do I proceed?

JohnB5677

Yes, This has happened before, and there is a workaround.

You will have to use the Desktop/CD version of TurboTax.
This software allows up to 5 tax returns.
Complete your Federal Married Filling Jointly tax return
- There is no need at this point to prepare the state returns.
Now prepare two more tax returns. one for you and oner for your husband
- You will now complete the returns for your respective states.

You can file the joint federal tax return electronically.

You will have to mail the state returns because your not filing the Federal in the same format.

TurboTax will give the details for filling.

Please remember to sign the state returns.

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Susie7777Author

Thank you, I didn’t think MO allowed the filing status (MFS) to be different from the Federal filing status (MFJ)?

DMarkM1

Replace the word "Stationed" with the word "Living". You should file joint Federal and IL returns. Then file a joint non-resident (military) return for MO. You are living in MO to be with your military spouse living in MO on military orders. Your joint IL return is attached to your MO return as proof of your IL state residence.

Bottom line is you and your military spouse will pay taxes on a joint basis to one state of residence (military home of record) no matter where you live.

If there were MO taxes withheld those will be refunded. You will owe some taxes to IL if none were withheld for IL. If you haven't already, you should have your employer stop withholding for MO and start withholding for IL.

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