Benwol94
New Member

Multi-state Tax Filing Questions

Hi,

 

I have a couple of questions regarding multi-state tax filing.

 

Scenario: My wife and I are full-time residents of New Jersey.  For part of 2022, I worked for a company based out of New York State and had New York State taxes withheld, but did not have New Jersey taxes withheld.  I then switched jobs to a company based out of New Jersey and had new Jersey taxes withheld.  My wife worked the entire year for a company based out of New York State and had New York State taxes withheld, but did not have New Jersey taxes withheld.

 

Questions:

1-For our New York State filing, do we only need to report income earned from New York State sources (meaning income from the first company that I worked for in 2022 and the company that my wife worked for during the entire year)?  And if yes, do we just attribute 100% of all of that income as being earned in New York State?

2-For New Jersey, will the software take into account that my second employer withheld New Jersey state taxes, but my first employer and my wife's employer did not?

 

Thank you.