Multi-State Tax Preparation
Tax Preparation for Income and Activity Across State Lines
Living, working, operating a business, or owning property in more than one state can create additional filing requirements.
Global Bash reviews the states involved, residency facts, income sources, withholding, property, and business activity before confirming the return scope.
Common Situations
When More Than One State May Be Involved
- Moving during the tax year
- Living in one state and working in another
- Remote employment
- Business activity in several states
- Rental property in another state
- Part-year residency
- Nonresident income
- Partnership or S-corporation income from another state
- Temporary work assignments
- Property transactions across state lines
Residence and Income
State Filing Rules Depend on the Facts
State filing may depend on residency, domicile, where income was earned, where a business operates, where property is located, and whether taxes were withheld in another state.
A client may need resident, part-year resident, or nonresident returns depending on the situation.
The rules differ by state, so each combination of states must be reviewed individually.
Remote Work
Remote Employment Can Create State Questions
Working remotely does not always mean income is taxable only in the state where the employee is physically located.
Employer location, withholding, residency, work location, and state-specific rules may affect filing requirements.
Real Estate and Business
Property and Business Activity May Create Additional Returns
Rental property, business operations, partnership income, corporate activity, or other income connected with a state may create a filing requirement even when the client does not live there.
Information Needed
Records Commonly Required for Multi-State Preparation
- Dates of residence in each state
- Addresses used during the year
- Work locations
- Forms W-2 and 1099
- State withholding
- Business locations and activity
- Rental-property locations
- Partnership or shareholder statements
- Prior-year state returns
- Estimated state tax payments
Remote Process
How Multi-State Preparation Works
- 01
Identify Every State
List each state connected with residence, work, business, property, or income.
- 02
Review Residency and Income
Milana reviews timing, income source, and state documents involved.
- 03
Confirm Filing Scope
The likely federal and state returns are identified before pricing is confirmed.
- 04
Provide Documents Securely
State and federal records are provided through the approved secure process.
- 05
Prepare the Returns
Applicable resident, part-year, or nonresident returns are prepared.
Frequently Asked Questions
Common Questions
Do I need to file in every state where I worked?
Not always. Filing requirements depend on residency, work location, income source, withholding, reciprocity agreements, and state-specific rules.
What if I moved from Illinois to Florida?
The dates of the move, residency facts, income sources, and state withholding must be reviewed to determine the appropriate filing treatment.
Does rental property in another state require a return?
It may. Rental income connected with property in another state can create a nonresident filing requirement.
Can you prepare returns for states other than Illinois and Florida?
Multi-state returns may be accepted depending on the states involved, type of income, and complexity of the filing requirements.
Get Started
Discuss Your Multi-State Tax Situation
Identify every state connected with your residence, work, business, property, or income.