@MaryK4 and @RobertB4444
i hope you or someone else can help
ive left filing for 2023 to the very last minute as its now saturday 13th April ! as i was overwhelmed with my mistake- i hope someone can help
i actually moved from NY to Utah at the very end of 2022 (Dec 20 2022) and was resident in utah all of 2023 where I still am
Previously i was resident in NY and worked in NJ so paid NJ non resident tax and NY city and state resident tax from which NJ taxes were largely deducted. This for the last 20+ years
When i moved i made the mistake of not updating my residence address with my companies payroll so they continued to deduct NJ and NY withholding as I had set up before. I worked largely remotely from Utah without my company being aware.
I finally got things organized and let the company know i had moved and as of August 2023 they changed me to being a remote worked so my residence and work state are now Utah
so first 8 months of 2023 work state NJ (correct as they did not officially change my place of employment to Utah til August)) and mistakenly NY withholdings made also
last 4 months of 2023 work and residence Utah - Utah withholdings only- all good
so i owe Utah for the first 8 months and thats not a problem to pay with my returns tomorrow
but I dont know what to do about NY-- i was not resident in NY in 2023 yet they have 8 months worth of withholdings.....
It seems odd to file a partial year resident NY form IT 203 and indicate i was in NY zero days and reclaim all the withholdings.... is that what i should do? and if yes sounds as if i would have to mail the return as Tubotax wont work electronically
Part of me thinks its just easier to file as if resident in NY until August , but then i pay a lot more tax for 2023 when i was in Utah and just wasnt organized enough to update things with payroll
the work state i cant change as my company had me as a NJ based employee (even though I was in Utah) until august and only then changed me to employment in Utah
any advice what to do??
thanks
