Amazing, I am working on this right now.
So, just to better explain the living situation: My husband and I lived in NJ from January to July 2020. He worked in NJ from January to May, then UC came. I worked in NY from January to March, then UC came. I never got any other income outside of New York while living in NJ. Then we moved to Pennsylvania on August, so that's the end of the NJ/NY complication.
Got your 2nd paragraph the way you said and I have the same number for New York's tax on New York income as the NY return in the system. So far, so good!
Now, following your 3rd paragraph, there's no tax reported to NJ on my NY W2. Question, should I do the math for my NY W2 only or should I add my husband's NJ W2. I am not sure if NY taxed his W2 as we're filling jointly. I believe the answer is no, but I rather double check.
So, if it only taxes my NY income then 100% of that income was double taxed. Meaning that if my NY income was 8K, then that's the amount double taxed, if so then we have checked the 3rd paragraph.
Fourth paragraph checked too.
As all my money was made in NY only, I did as follows:
NY Tax allocation = $1,849
(NY UC = $31,375) + (NY W2 total income = $8,243) = NY TOTAL INCOME $ 39,618
Double taxed income = $8,243 (100% of my W2 NY income)
Double taxed income by NY = $8,243 divided by $39,618 = 0.208 = 21%
Double taxed income by NJ = 21% * $39,618 = $8,243 (Goes in Box1 in screenshot)
NY tax on double taxed income= 21% * $1,849 = $384.7 (Box 2 in screenshot)
IS ALL THIS OK? :(
Will NJ calculate the credit automatically after I fill in this info or do I do that as well?
YOU ARE AN ANGEL!
