yz12
Level 2

What is correct date for change in state residency and state taxes/credits?

Trying to figure out when my residency changed and sorting out state taxes and credits.

 

Change in residency

  • I lived in PA and started a new job in NY in May
  • I moved to NJ in Aug
  • For my part year tax returns in PA and NJ, when would be the date where residency changed?

New company paid NY state tax from start (W-2 only shows NY state taxes paid) 

  • Should I calculate and include in the PA return the prorated NY income and NY taxes paid (for credit)?

W-2 shows NJ income (box 16) that is less than NY income (box 16) and no NJ taxes withheld

  • For the NJ return, should I use the NJ number (box 16) or change to the higher NY number (box 16)?

Thanks in advance for your help.