First off, thank you so much for your assistance. I apologize for these lengthy questions.
This is a follow up on my previous questions.
Last month ago, I contacted my HR department to obtain a corrected W2. I requested that all my state wages be allocated to NY and income from Connecticut =$0. They refused, stating that since they weren't notified about my change in residence (long story about who is at fault) until February they did not do anything wrong, thus no W2c needs to be issued. I did not contact the IRS about this.
As you noted, if I change boxes 16 (for CT) and 18 (for NY -see question #3 below) there is no way to explain why my income on my tax return will not match my W2. I see form 4852 as a way to notify the IRS that I had tried to obtain a W2c however, my employer will still argue they weren't notified about my residence until February.
Questions:
1. Should I even file form 4852 for this issue, especially since this is really a state issue.
2. If I do need to file the 4852, do I send a copy to NY and CT?
3. On my W2, the NY Local Wages & Tips (Box 18) does not equal NY Box 16 (State wages). The difference is the amount in the Connecticut Box 16.
3a) to confirm the changes I need to make: In Turbo Tax, set CT box 16 =$0; set NY box 18 = NY box 16 (making NY State = NY Local).
3b) the followup Turbo Tax screen asks if I have any "uncommon situations" however none of them really pertain to this issue (the info on my return will not match my W2) - thus do I leave them unchecked?
Again - THANK YOU SOO MUCH for your help.
