Hi!
I've worked continuously with Employer A (since 2022), which is based in NYC. Due to a hybrid work policy, I lived in NJ until 10/15/2023, after which I moved to NYC. I naively did not inform my employer until it was too late, so the W2 form was generated with NJ as my home address. This means if my salary was $X, roughly $0.8X was earned while a NJ resident and $0.2X was earned while a NYC resident. I realize I need to file some corrections - namely a NJ / NY partial resident tax form.
However, when filling out this on TurboTax Desktop, I see that New Jersey has a section of
"Enter the following information for income you earned while a New Jersey resident that was taxed by BOTH New York and New Jersey... Do NOT enter the income amount and taxes withheld from your W-2. We need the actual numbers from your other state's tax return." This implies I must fill out the New York tax form first.
However, in the New York "Taxes Paid to Another State" section under "Credit for Taxes Paid", it asks me for a few details:
- Enter the portion of income that was taxed by New Jersey. In this case, do I file $X (my full salary for the year, since the W-2 is assuming NJ?) or $0.8X, which is the total amount I earned while I was living in New Jersey (and is the "adjusted" amount post-tax filing)?
- Next, there are sections called "Tax Computed on your New Jersey Return" and "Enter New Jersey Information", including "Enter the following information from your 2023 New Jersey return..." How can I fill this out, if I must fill the New York tax form first?
It's very confusing to me because it seems like both require me to fill the other out first, so I'm stuck in a loop.
