Cathy12
New Member

Worked and lived in NJ all year, my spouse worked in NY and lived in NJ from Jan to Nov, then he moved to Seattle for work in Dec. How to handle the state tax?

I plan to file a joint federal return, it seems we must use the same filing status for NY and NJ state tax. Am I correct to assume I need to do the following for state returns:

  • A joint nonresident for NY
  • For NJ, I'm full-year resident and my spouse is part-year resident. If we file a joint resident return for NJ, we will also need to include the income my spouse received from Seattle, which is 18% of my spouse's annual income. Since WA doesn't have income tax, can we file NJ return separately? If it's possible, he is a part-year NJ resident, so he doesn't need to include the income received after he moved out.