State tax filing

Hi Vanessa,

Thank You so much for your response, this is some great info that was much needed! I never got an email notifying your response, hence the reason for my belated reply.

Regarding filing taxes for 2023 and to answer your questions, let me give you an overview of my workflow from 2023

• (January – June): No Income/ NY Student/ lived in NY and studied in NY. As always I received a 1098-T form for 2023 tuition statement.
• July: NY Income of a small amount/ lived in NY and worked in NY/ Received W-2 with NY address.
• August – December & up until now: CT Income/ lived in CT and worked in CT/ Received W-2 with CT address

I am a New York State resident, but I am not sure if I become a CT resident the day I start living here. But it’s been 6+ months that I have been living here in CT (Sept – Now). However, the number of months living in CT for 2023 would be 4 months. FYI, I updated my CT address with my company 1 month after I started working which is in October (not sure if it’s anything important).

Now a few questions to your response,

• Am I considered a CT resident now, since I have been living here for more than 6 months? In that case, I can just file a CT Return and an NY non-resident Return claiming $0 income? 
• If I am still considered a NY resident and CT non-resident for 2023, why do I claim for taxes paid to CT on my NY Return, shouldn’t I be claiming for taxes paid to NY instead? 
• If I am claiming for CT taxes which is less than NY taxes, in reality, I will be actually getting credited less money, right? Does this mean even that though I am not working and living in NY, I still have to pay some NY tax?
• Regardless of all the situation, I am still filing a CT Return first, correct? The only concern comes when I am claiming, and that would be in a NY Return, right? 
  

Would really appreciate it if you could give me your last advice based on my situation and what would be the right steps going forward, as I am very reluctant to pay NY tax because, it’s firstly not fair and secondly more than CT, lol.

I was included in my parent’s tax file all these years as a dependent. So any form related to tuition and small income has been stated on their tax form. Now since I have a job I need to file separately, which is why I am trying to make sure that I do it right. 

Attached is a portion of a screenshot that shows the double state status. I also just wanted to re-make sure if this means that taxes were withheld by both NY and CT? Although it does say State 1 and State 2 but only includes the CT Income Tax under the description (no NY Income Tax).



THANKS!