@ErnieS0,
Thank you very much for the detailed response. I appreciate your guidance, it confirms a lot of my expectations. A few follow-up questions for you:
- You say allocate 100% of my wife’s income to NY, but that is perplexing; NY state wages are listed on the W2 as 100% of her federal wages, but she only worked there 2 of 12 months…shouldn’t the wage be allocated by days accordingly? Why should she pay tax to NY on income that has no residency or office location there (i.e., when she lived in NJ/DE and worked in PA)
- I also need to file a PA return, right? This is because my wife’s office was there for 10 months in 2021
- What is my DE resident status? I believe it should be part year non-resident because I had non-DE source income, that is based on TurboTax’s recommendation; it feels odd because I did reside in DE, but that is in the DE residency notes of turbotax
- The states that I credit to other states is based on my filing sequence, right? I believe I need to file my nonresident returns first, and file in order of how long I had source income there. That seems to be how Turbotax seems to have set it up (NY worked 2 months, PA worked 10 months, DE lived 5.5 months, NJ lived 6.5 months - this is the order prepared, I'd add a snapshot but not sure how); my point is if I file in DE first as below, it cannot get a credit for tax paid to NJ, right? And is this credit the amount withheld from my paychecks (reported on W2) or is it the amount I calculate in the tax return?
Thank you!
wsneifert
