State Income Tax Return - How to File
To start your State Income Tax return you will need:
- All the information you needed for your Federal Income Tax Return
- Your Federal Income Tax Return
- Note: If you earned income in more than one state, you have to file a state tax return for each state. Some students tested Turbo Tax for multiple state filings.
To get the State Income Tax Return Form:
- For Vermont, the form can be found online or papercopies are at the Library. Note: If you earned more than $100 you are required to file a Vermont Tax Return. Vermont does offer Free Filing Options for which you might be eligible. If you want to do your return on your own, we will have instructions here.
- For California, you can find out Who Must File. The correct form 540 can be found by answering a few easy questions here. You might be able to file online for free using either ReadyReturn or CalFile. Free filing assistance can be found here.
- For the District of Columbia, see the FAQs for an answer to the question whether you need to file, which form D-40 you need to file and whether it can be done online.
- For Virginia, you can find out Who Must File and which form 760 you must file and whether it can be done online.
- For Maryland, you can find out Who Must File and whether to file form 502 or 503 and whether it can be done online.
- For Massachusetts, you can find out Who Must File, which tax form 1 to file and whether it can be done online.
- For New York, you can find out Who Must File, which tax form to file and whether it can be done online.
- Due dates are the same for State Returns as for the Federal Return.
- If yo cannot file by the April due date, most states require you to mail an extension to them, just like you have to file an extension with the IRS for the federal return.
- Mail the State Tax Return to the applicable address (see instructions of state form) or e-file if available through the software.
- If you would like to use a software other than the software available from the state website, we recommend to go to the IRS website to choose free software to do your state tax return (if your income is under a certain threshold). If you use Turbo Tax or any other of the softwares found on the IRS website make sure that you enter all of your income in the federal section. If you are a nonresident alien, do NOT use these softwares for your federal tax return, they do not support Form 1040NR which you need to use. If you received a Form 1098T, note that the amount you paid for tuition is based on when you paid it. Middlebury's 1098T shows what you were billed in the current tax year, not when you actually paid it. In terms of determining whether any aid is taxable please note that Box 5 shows aid that went towards tuition but also aid that went towards room, board, health insurance, research expenses, etc. Go to www.1098-t.com to print the backup of your 1098T. The backup shows you what exactly the aid was for. Only aid used for tuition is tax free! All other aid needs to be reported under Other Income as Scholarship Income. Also, if you are a nonresident alien, enter your W-2, 1099 information if you have it. If you got a Form 1042S, only enter the amount next to income code 15, exemption code 00 and only if you were taxed (14 or 30%). This amount needs to be entered in other income as scholarship income.
- Turbo Tax for example is free for the following states: Alabama, Arizona, Arkansas, Georgia, Idaho, Iowa, Indiana, Kentucky, Michigan, Minnesota, Mississippi, Missouri, New York, North Carolina, North Dakota, Oklahoma, Oregon, Rhode Island, South Carolina, Virginia, Vermont, and West Virginia. For the other states it costs $9.95. Other software companies found on the IRS website have similar deals.
NOTE: If you are a non-resident alien and you are using any tax software other than FNTR or CINTAX, you have to fill out the federal section in order to get the State Return created but DO NOT send the federal return that is being created. You need a Form 1040NR or 1040NR-EZ for federal purposes which is not supported by any of these software companies. Only send the state returns. Form 1040NR is created by using CINTAX or FNTR, which is the software we provide to you for free.