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  2. Substantial Presence Test - Wikipedia

    en.wikipedia.org/wiki/Substantial_Presence_Test

    The Substantial Presence Test (SPT) is a criterion used by the Internal Revenue Service (IRS) in the United States to determine whether an individual who is not a citizen or lawful permanent resident in the recent past qualifies as a "resident for tax purposes" or a "nonresident for tax purposes"; [1] [2] it is a form of physical presence test.

  3. Tax residence - Wikipedia

    en.wikipedia.org/wiki/Tax_residence

    The criteria for residence for tax purposes vary considerably from jurisdiction to jurisdiction, and "residence" can be different for other, non-tax purposes. For individuals, physical presence in a jurisdiction is the main test. Some jurisdictions also determine residency of an individual by reference to a variety of other factors, such as the ...

  4. Bona fide resident test - Wikipedia

    en.wikipedia.org/wiki/Bona_fide_resident_test

    The bona fide residence test, like the physical presence test, comprises one way that an individual can qualify for the foreign earned income exclusion from United States income tax. In order to qualify for the bona fide residence test, an individual needs to reside in a foreign country for an uninterrupted period that includes an entire tax year.

  5. How all 50 states tax retirement income: A comprehensive list ...

    www.aol.com/finance/states-that-tax-retirement...

    After a 2024 tax cut, Connecticut’s state income tax rate now ranges from 2% to 6.99%, depending on your income bracket. If your adjusted gross income is less than $75,000 as a single filer or ...

  6. State income tax - Wikipedia

    en.wikipedia.org/wiki/State_income_tax

    Maryland, individual (added county withholding tax and non resident tax. Believes led to state being mainly a commuter state for work) 1967, Present; West Virginia, corporate, from 1967; Connecticut, intangibles (but taxing capital gains and not interest), from 1969; Illinois, individual and corporate, from 1969;

  7. Earned income tax credit - Wikipedia

    en.wikipedia.org/wiki/Earned_income_tax_credit

    This young adult merely needs to be under age 24 at the end of the tax year for the age requirement to be met (relationship and residency requirements must still be met). That is, the young adult who is full-time for at least part of five different months can be 23 years and 364 days on December 31 and meet the age requirement to be someone ...

  8. Qualified residence interest - Wikipedia

    en.wikipedia.org/wiki/Qualified_residence_interest

    Qualified residence interest is also subject to limitations imposed by § 263(g) - certain interest in the case of straddles, § 264(a)(2) and (4) - interest paid in connection with certain insurance, § 265(a)(2) - interest relating to tax-exempt income, § 266 - carrying charges, § 267(a)(2) - interest with respect to transactions between ...

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