ToddL
New Member

State tax filing

Unless your move was temporary, i.e. you are planning to return to NY, you will file your federal return as a FL resident. You will select the option "Lived in another state in 2016".

The program will prompt you to prepare a NY tax return (Part-Year resident). Just to prepare you, the NY return will calculate your NY tax based on your entire 2016 income and then allocate that tax based on the time you were a NY resident.

Even if you were a resident of New York for 1 day, NY uses your entire AGI to calculate your tax on NY income. It isn't, however, as bad as it appears. They calculate what your New York tax would have been if you earned everything in NY, but then prorate that tax based on how much of your income was earned while a NY resident. 

For example, if the NY tax on your entire 2015 income was $10,000 but only 30% was earned as a NY resident, your NY tax would be 30% of $10,000 = 3,000.

Why do they do this? So they can tax your NY income at the highest possible tax rate, based on your entire AGI.