Hi. I currently live (all year) in MA but my work and company is based in NY. On my W2 I have the NY box (which I expect ofcourse) with my full income shown in box 16 and tax withheld shown in box 17 (18, 19, 20 blanks). However surprisingly I have a NJ box? The NJ box shows my full income in box 16 with blank boxes for 17,18,19 (keep this in mind for later).
Surprisingly I dont have any MA withheld for the entire year and its only NY. That shouldnt be a problem because ill just file in MA as a resident and NY as a non-resident and they can balance each other out by giving me credits for what I paid in NY.
Data from W2:
box 1: 102975.91, box 2: 16853.16... NY State boxes.. 16: 102975.91, 17: 5197.83... NJ State boxes.. 16: 103415.05
We are filing jointly with my wife. My wife has only a single W-2 with roughly 855 income (in MA) and fellowship money that im including as misc income (roughly 50,000). Both earned in MA. She didnt withhold anything on the fellowship money, so we will pay that and her only withholding is roughly 42$ on the W-2.
The problem:
- I started with federal and all went well. Total income roughly 157k, taxes I paid 17k, so I owe roughly 1,600$.
- Then I filed NY as a non-resident with my full income from work and have a refund of $128.
- Now I am filing MA, and it flags my income as 258k. I dont think this is correct right? Looks like its adding the income from NY (correct) + NJ (no reason why its on my W2 with empty 17-20 boxes) + my wifes income (correct). 103k (NY) + 103k + 50k = 250kish. This is not correct right, it should only be 103k + 50kish from my wife = 150kish.
Please confirm. I am not sure how to fix it on turobox side. There is a step where it is asks to transfer only wages identified as earned in Massachusetts from your federal forms W-2. I thought this would fix it but this reduces my taxes to 50Kish.. which means it doesnt take anything from my income and only my wife. If I dont tick this, it counts my income as 258k and I owe roughly 8k in taxes to MA. If I tick it, my income for MA goes down to 50k and my refund becomes 41$ which also doesnt look correct.
Thank you!
