Multi-State Tax Preparation,
Without the Stress
When more than one state has a claim on your income, your federal return is only part of the picture. Move partway through the year and you may owe a part-year return in each state, dividing your income by when you lived where. Live in one state and earn your paycheck in another and you generally file a nonresident return where the income is earned and a resident return at home, with a credit meant to keep the same dollars from being taxed twice. States handle sourcing, residency, and those credits differently, and the ordering has to be right, or you may not get a full credit. Getting a multi-state return correct is less about any single form and more about how the states fit together.
Our office is at 12305 Gold Street in West Omaha. Many clients with multi-state returns choose us because they know the price before we begin and deal directly with one credentialed professional throughout the process, not a seasonal tax preparer. Your return is prepared by a CFP® professional, CFA® charterholder, and Enrolled Agent. We respond promptly, even during tax season. Once your return is complete, you receive a recorded video that walks you through every number and what it means, so you understand what is being filed and why, and you do not pay until your return is ready to be filed.
Ready to Get Started
Choose the way that works best for you.
Some Situations That Might Apply to You If You File in More Than One State
You moved to or from Nebraska this year
A move across state lines usually means a part-year resident return in each state for the year of the move. Your income gets divided between them based on when you lived where, and the states do not always define that line the same way. The state you left may test residency by more than your new address, looking at where you kept a home, a license, or a voter registration, so a move that felt clean on the calendar can still raise questions. Bringing the prior year's return along helps set the baseline. Getting the split right in the move year keeps both states satisfied and keeps the same income from being taxed twice.
You live in one state and earn your paycheck in another
The Omaha metro sits on a state line, and plenty of households live on one side and commute to the other. Nebraska and Iowa have no reciprocity agreement, so crossing the river for a job generally means a nonresident return in the state where you earn and a resident return where you live, with a credit for the tax paid to the other state. That credit is what keeps you from paying twice, but it only lands when the two returns are prepared in the right order and the income is sourced correctly. This is one of the more common multi-state situations in the area, and one of the easier ones to get partly wrong.
You own property or a business in another state
Income can pull you into another state's return even when you never live there. A rental property generally owes a nonresident return in the state where it sits, regardless of where you file as a resident. A share of a partnership or S corporation that operates across state lines can send you a K-1 with income sourced to several states at once. Each of those states wants its portion reported, while your home state gives a credit for what you paid elsewhere. We map the income to the right states, so nothing is missed and nothing is counted twice.
We also help with related situations, including selling a home, multiple jobs, and self-employed tax returns. Or browse every income tax situation we help with.
Prefer to Learn
More First
Take a quick tour of how we work and what makes us different.
Why Choose MTS