HopeS
Expert Alumni

State tax filing

You should have received a W-2 that shows your income for PA from 8/2/2022 - 12/31/2022 and a separate one for NY. If you did not receive a separate W-2 for PA you should follow up with your job since this will be the easiest way to allocate the income.

 

The income and taxes withheld reported on your PA return should mirror your W-2 for PA. Since you continue to work for the same job, review the allocation methods suggested below:

 

As mentioned above some companies will send you a W-2 with the state totals listed, Others will send you two separate W-2s for each state. If not or they didn't change the withholding to the second state, then you’ll have to estimate how much income you earned as a resident of one state versus the other. Here are a few ways to do that:

 

Method 1: This is the simplest method of all and the most accurate if your income fluctuates from paycheck to paycheck (as mentioned above)

Find a pay stub with the pay period ending around the time of your move. The YTD (year-to-date) amount on the pay stub is how much you earned while residing in your former state.

Method 2: This method is pretty accurate as long as your income is more or less the same from paycheck to paycheck.

Estimate the number of weeks/months you worked at that job while a resident of one state and divide it by the total of the number of weeks/months you worked at that job to come up with a factor. Apply the factor to your total income from that job to come up with the allocation for that state.

 

For example, if you worked at that same job the entire year and moved in early May, you earned roughly 4 months' worth of income (1/3 or 33% of your total income) in your old state. Multiply the total income from that job by .33 to obtain the allocation for your former state. The remainder gets allocated to your new state.

 

Review the link provided below for additional guidance:

 

Allocate income for part-year state return

 

@butimnotachef 

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