Hello and thanks in advance for the help. Holy confusing, tax girls and boys! This info below pertains to 2024 tax year:
- I lived in NJ from Jan 1 to Nov 22. I worked for a company located in NJ
- I purchased a home in NC on Sept 3. I moved to NC on Nov 22 to live here permanently. I work for the same NJ company, working from my NC home
- My real estate attorney considered me a "NJ resident" and no estimated tax owed on the sale of my house (aka "exit tax") was withheld at closing
- I sold my house in NJ on Dec 30, 2024
- Income taxes were withheld by my job for both NJ and NC ($4,800 and $1,300, respectively)
The question is: What NJ and NC returns do I file? It seems like the answer is 3 forms, but looking for confirmation, please:
- NJ-1040 (resident)
- NJ-NR 1040 (non resident)
- NC D-400 Schedule PN (part year resident and nonresident schedule)
Thanks again for the help!
Kelly
