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State tax filing
Since there is no reciprocal agreement between PA and New York, you will have to file 2 part-year resident returns.
New York handles part-year resident returns a little differently from other states.
If you're a part-year resident of New York and want to enter different allocations for income earned inside or outside New York State, follow these instructions:
Entering these amounts into TurboTax
- Sign into your TurboTax account
- Continue to your return
- Select State from the menu
- Select Your State Returns from the menu
- Select Continue or Edit next to your New York return
- On the screen, Date of Last Move, enter the date you moved in or out of New York
- Also, enter the description that best describes your situation as of December 31
- On the screen, New York Income Allocation, answer No to the question, Were all of your wages and/or self-employment income earned in New York State?
- On the screen, Form W-2 Summary, select Edit next to each W-2 you need to allocate
- On the screen, Allocate Wages to New York, you can choose one of the following allocation methods:
- 100% New York State income
- Allocate by the number of days
- Allocate by percentage
- Don’t allocate this employer
- Allocate over multiple years
- On the Form W-2 Summary screen, select Done
- On the screen, Tell us about your New York ReResident Income, and enter the amount of wages earned while living in New York. If none, enter 0
- On the New York Resident Income screens, enter any federal income received as a resident of New York State. If none, enter 0
- On the New York Resident Deductions screen, enter any federal deductions attributable to the time you were a New York resident. If none, enter 0
- On the Tell us about your New York Nonresident Income screen, enter the amount you received from New York sources while living outside New York. If none, enter 0
- On the New York Nonresident Period screens, enter any federal income received as a nonresident of New York. If none, enter 0
- On the New York Nonresident Deductions screen, enter any federal deductions attributable to the time you were a nonresident. If none, enter 0
- Follow the remaining on-screen instructions to complete your return
See the link below as well for more detailed information:
New York State Income Part-Time Resident
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February 23, 2023
8:03 AM