FAQ: How do I handle filing a 1040 when my client lives or works in multiple states? Do I have to file all of these?

Main Objective: Help you understand the complexities of multi-state 1040 filings - residency vs income from other states, etc.

Description: In this episode, we dive into the challenges of filing a 1040 when clients live or work in multiple states. We break down the differences between residency changes and working across state lines, and explain how to handle various income types—like Social Security, interest, dividends, Schedule C, and Schedule E. We emphasize the importance of educating clients on proper withholding to avoid tax season headaches. Plus, Diamond Womack sheds light on ongoing issues with Oregon state return e-filing acceptance, offering insights to navigate these hurdles. Tune in to learn how to confidently guide clients through multi-state tax filings!