Business & Finance Taxes

How to File a State Income Tax Return

    Instructions

    • 1). Organize all of your documentation relating to income earned during the year. Include both earned income as well as capital gains from investment activity. Quantify which deductions your state allows, and ensure you have sufficient documentation to back up each deduction.

    • 2). Choose between manual preparation or a tax software package if you are preparing the state tax return yourself. Use the services of a qualified tax preparer if you are unable to complete the state tax return without assistance.

    • 3). Prepare the return, carefully following all instructions. Double check all calculations to ensure their accuracy. Sign and date the state tax return in all required spaces. Ensure your spouse also signs and dates the tax return if you are filing jointly.

    • 4). Include payment made out to your state's revenue department if you owe state taxes beyond what was already withheld from your pay. Claim a refund if your state tax withholdings exceed what is actually owed.

    • 5). Send the tax return prior to its due date to the address dictated by your state. Use certified mail to obtain proof of delivery. Retain a copy of your state tax return for at least seven years.



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