Hi All,
I moved from NYC to NJ in Sept of last year. I primarily WFH and my employer has offices in both NYC and NJ. My address and associated work office changed at the same time as my primary residence. In summary, when I lived in NYC, I worked from NYC and when I moved to NJ, I worked from NJ. TurboTax said that I would be filing as part time residents for both NYS/NYC and NJ.
I tried with the tax credit (paid to another state) on the NY filing but it got confusing fast. First NY shows my entire income not just the portion that was actually earned in NY on the W2. The filing asked me to allocate my earnings for what is actually earned in NYS and NYC. I just did percentage as I knew how much was NJ's portion (noted on the W2) and just divided it by the total income since the form did not allow input of the actual number. When I got to the additional forms page, its notes that Turbotax did not calculate any tax paid to NJ even though I've completed the NJ form first.
A few questions:
1. Should I claim tax credit from my NJ filing or NY filing?
2. Is my allocation method ok since I know exactly how much was NJ's portion and the total vs. using other methodology?
3. Since TurboTax wasnt able to pre-populate my NJ taxes paid onto the NY form I had to calculate what my NJ taxes were thats paid. My calculation is NJ taxes withheld plus NJ tax refund/due amount. I wasnt actually able to access my NJ tax form without paying and submitting it first. But this seems to be a reasonable methodology. Please let me know if otherwise.
