Arthur L. Rubin <ronnirubin[at]sprintmail.com> wrote:
- quote -

It is very rare to pay more Ohio taxes filing MFS than MFJ.
The main reason is Ohio uses one tax table for MFJ and MFS.

Their only concession is a "joint filing credit" when each
spouse has at least $500 of non-interest or dividend income,
but this credit is almost never enough to counter the effect
of the tax table with its steeply increasing rates.

__
Art Kamlet ArtKamlet [at] AOL.com Columbus OH K2PZH

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Seshubabu Pasam wrote:

- quote -

You must use the same filing status (MFS or MFJ) for the
Federal, California, and Ohio forms. California form is
540NR (non-resident and part-year resident), except that you
could use a 540 or possibly 540A if you select MFS. If you
elect MFS, YOU do not have to file an Ohio return, as you
have no Ohio income.

The California forms calculate what your tax would be if you
were a resident for the full year, and then prorate by the
ratio of California income (both while you are a resident
and California-source income) to total income. I assume
Ohio has similar rules.

My guess would be that you gain more in CA taxes by using
the MFJ than you lose in OH taxes, but work the numbers both
ways to find out.

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Here are more details:

I am a resident of California (full-year). My wife was in
Ohio and moved to california on August 17th. She had some
income from school in Ohio and she had income in California
(worked for 3 months). Both CA and Ohio tax form
instructions state that the filing status should be same as
the federal filing status.

a.) Is it possible to file the federal return as "married
filing jointly"?
b.) How do I file CA return and which form should I use?
c.) Which form should she use for filing Ohio return?
d.) How can she file Ohio return as "married filing jointly",
if I was never a resident of Ohio?

I appreciate any pointers/response. Thanks & Regards

-Seshu

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Seshubabu Pasam <spasam[at]gmail.com> wrote:

- quote -

An Ohio return is needed.

You would have to file the same way Ohio as federal.

It is very possible your best bet for Ohio is to file
separately.

__
Art Kamlet ArtKamlet [at] AOL.com Columbus OH K2PZH

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I am a resident of California. I got married last year. My
wife moved from Ohio to California in August. I want to file
jointly. Can I file as "Married filing jointly" for both
state and federal. How are we supposed to file for Ohio
state? Can I file federal jointly and state's separately?

Thanks
-Seshu

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