State tax filing

@ThomasM125

 

Thanks. I don't think all that rare (RSU grant when NYC resident, RSU vest after moving out of NYC/NYS) but will consult NYC tax expertise given the tax code ambiguity.

 

Unfortunately  just realized even NY State's work day allocation is quite aggressive at collect RSU taxes even after moving out of NYC/NYS...

 

Direction for Line 15 of IT-203-F Sched B (the form used to calculate % of RSU vest taxable to NY State after changing residency out of NYC/NYS)

 

"Line 15: Normal work days spent at home are considered days

worked in New York State. Days spent working at home that are

not normal work days are considered nonworking days."

 

pg 2 (right column) https://www.tax.ny.gov/pdf/current_forms/it/it203fi.pdf

 

This means if you move out of NYC/NYS to work in office in another state AND the payroll is processed in the new state. Days you decide to work from home (3/4 of the time for me due to commuting convenience) NY State wants to count as taxable on RSU as if you worked in NYS! So the grant date that occurred while NY State resident unfortunately anchor work from home days to NY State for the rest of the RSU vesting :(

 

Looks like highly desirable to avoid RSU grant in NYS if possible...