LindaS5247
Expert Alumni

State tax filing

Yes, you can do this in TurboTax.  Be sure to follow all prompts and answer all questions accurately.

 

If you were a resident of two different states during the tax year (for example, if you moved from one state to another), you'll normally file part-year returns in both states, assuming each state collects income tax and you had income in each state.

 

Depending on how long you lived in New York state, you may not be considered a resident of that state for tax purposes.  For example, many states, including New York, do not consider you a resident of the state unless you lived there for more than 183 days.

 

TurboTax handles part-year returns, but you need to make sure you've set up your personal information correctly for us to do so. We'll ask about where you lived in 2023 when you set up your personal information.

 

If you need to add this information after you've begun your return:

  1. Sign in to TurboTax and select My Info.
  2. A Your personal info screen appears.
  3. Question number 2 asks you the state(s) you lived in during 2023. Select your state of residence from a dropdown menu.
  4. You'll also be asked if you lived in another state in 2023. Answer Yes and a new section will appear asking for your previous state of residence. Select the other state you lived in.
  5. Fill out the date of when you moved to your current state.  (This will determine your residency in New York, as it appears you were there less than 183 days)
  6. If the rest of your information is accurate, select Continue.

After you finish entering your federal return info, you'll automatically be moved to the State Taxes section, where you'll see your part-year states listed (if it's determined that a part year return is required), or your resident and nonresident returns.

 

Since it appears that you lived in New York state less than 183 days, you likely won't be filing a part-year return for New York.  However, since you stated that your income is earned in New York and you lived in New Jersey, you will be filing two tax returns, one for New York (nonresident) and one for New Jersey (resident).

 

TurboTax recommends that you prepare the return for your former state, first New York, followed by the return for the state you currently live in (New Jersey) if filing part-year returns.

 

TurboTax recommends that you file your nonresident state tax return first (New York) and then your resident state tax return (New Jersey) so you will be properly credited for your tax paid in New York on your New Jersey tax return.

 

 

 

Click here for helpful information about filing your state return when multiple states are involved.  

 

Click here for New York state information on residency and filing requirements.

 

Click here for filing status requirements in New York state.

 

Click here for how to enter New York Income as a nonresident in TurboTax.

 

Click here for instructions on filing part-year state returns.

 

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