State tax filing

@timk78 

We can’t see your tax return so we don’t know what you have done. It should be possible to file in your situation. You just have to make sure that you are filing a nonresident New York return and not a resident or partier resident return.

 

At the very beginning of the personal interview when you enter your Virginia address, TurboTax will ask if you earned income in any other state. When you check yes, that should bring up a series of questions about whether or not you moved, where you lived and whether you were a resident or non-resident of the other state.

 

into your joint federal return as normal. When you come to the state section, do New York first. You should be able to tell the program that you were a New York non-resident. In that case, TurboTax should bring up a list of all of the income that you entered on the federal return for both yourself and your wife, and ask you to allocate that to New York State. All of your income will be zero for New York State except this bonus we are talking about.

 

New York’s income tax rate is about 7% unless your income is more than $1 million.  So $1000 of New York tax would mean that the bonus would have to be about $14,000.  If that is not the case, the only way to check your figures would be to print a copy of your full state return and see how you allocated your income.  But you said you had $1500 withheld from this bonus, so it obviously wasn’t a small bonus.  There’s no reason you would owe less state tax by being a non-resident, the tax rates are the same.