Hello,
In 2022, I lived in NYC (NY) for 6 months, then moved to Jersey City (NJ) for 6 months. All year I worked for a NJ employer. TurboTax guided me to submit the following residency statuses:
1) For NJ : Part-Year Resident = simultaneously a Resident return (Forms NJ-1040) and a Nonresident return (NJ-1040NR)
2) For NY : Part-Year Resident (Form IT-203)
I think I managed to fill out both NJ and NY states properly. I can submit the NY State tax properly through TurboTax. I am faced with 2 questions though about NJ State.
Question 1:
For NJ, it appears TurboTax is unable to submit my Nonresident return (NJ-1040NR) electronically (see following screenshot). It can however submit my Resident return (NJ-1040) electronically. What is the best way for me to proceed in this case?
A) Do I submit my Resident return (NJ-1040) through TurboTax electronically, then print my Nonresident return (NJ-1040NR) and mail it? In this case, will TurboTax supply all documents I need to mail-in NJ-1040NR? Do I have to write an explanation letter with my mailed-in return?
B) Or do I refrain from submitting either NJ returns electronically, and rather mail-in both NJ-1040 and NJ-1040NR? I am thinking this may be less confusing for the NJ tax authorities.
Question 2:
After I completed my NJ return, I have refunds both from the resident and nonresident returns. It appears TurboTax is asking me to reallocate a portion of NJ withheld taxes from nonresident to resident, such as the nonresident refund is zero'ed out. That would attribute more NJ withheld taxes to my NJ resident days than what was actually withheld while I lived in NYC. Why is TurboTax doing that? Is this appropriate/legal?
Thank you so much for any guidance.
Hadi
