My work situation
- I work in NYC;
- Lived in NYC from 1/1/23 until 8/25/2023;
- Moved to NJ on 8/25/2023.
W-2 Info
I received two W2s, one titled "NY State Reference", the other titled "Employee Reference". On the NY State one, I only see NY related numbers. On the Employee one, I see "TOTAL STATE" in a quadrant and "NJ" in another one:
| NY State Reference W2 | Employee Reference W2 |
Box 1 (wages) | 400,486 | 400,486 |
Box 2 (fed withheld) | 93,468 | 93,468 |
Box 16 (state wages) | 400,486 | 113,854 (Only in NJ quadrant) |
Box 17 (state tax) | 33,006 |
|
Box 18 (local wages) | 288,509 | 113,854 |
Box 19 (local tax) | 19,928 |
|
Here is how I used those numbers for NY Return:
400,486 taken from W-2 box 1
308,128 taken from last pay-slip before my move, "YTD Gross".
Do I need to remove the "before tax deductions" to this number?
Should have I taken NY W2 Box 18 instead?
400,486 - 308,128 = 92,358.
Or should have I put box 16 NJ State Wages in there?
Using W-2 Box 18 (local wages) to determine the number.
Shouldn't this be the same number as first screenshot given I've spent same time in NYS and NYC?
A new screen repeating some numbers, which I guess should match the above?
Here is how I used those numbers for NY Return:
400,486 - 308,128 = 92,358.
Or should have I put box 16 NJ State Wages in there?
Results
This results in a $7,654 refund from NY and $33 refund from NJ.
Does it makes sense?
Thanks!
