I rented a NYC apartment with my fiance in March this year, but I also own a home in Long Island where I let my parents stay in (they help out with finances, but don't really pay rent above FMV, so it's personal use). Most of my mail still goes there, my car is parked there, and my fiance and I plan to travel there monthly. When we go on trips, we'll actually probably head there right away because it's easier to park in Long Island than in NYC. I still maintain a bedroom there, along with most of my stuff. We are renting the apartment pretty much to be closer to our workplace and her school in NYC, which also means that I'll probably spend more than 181 days in NYC.
For 2023, I'm assuming I will be a part-year resident. I tried playing with the numbers on TurboTax and other tax software for my 2022 return (pretended that I select part-year resident for 2022 just to see what it looks like), and the odd thing is that my NY state refund increased! That sounds wrong because I switched from non-resident to resident with no NYC withholding. Am I missing something here?
I had already submitted W4 to my employer to start withholding NYC taxes for 2023 starting March, and even paid estimated taxes for my wages in January and February (because I read somewhere that I still have to pay taxes from when I was non-resident if I'm a part-year resident). But with the test return that I did above, seems I may have just thrown away that money (granted, I can get it next return) because my refund amount became higher. Did I do that right?
And assuming we'll keep on maintaining the apartment next year, will I then be a full-year NYC resident for 2024?
