taxes_are_confusing
Level 2

State tax filing

A few things to note.

 

NY has a weird rule that requires your company puts your full federal amount in the W2 box for NY state income. As far as I know NJ does not have this same rule, so your NJ state income should be roughly equivalent to the income received by your employer when you were a NJ resident, assuming you changed your address with your employer when you moved.

 

It is now up to you to allocate what percentage of your wages actually belong to NY when filing your NY state return. Assuming you worked every day of the year in the NYC office then your NY wages should be 100% of what is on your W2 for NY state income. If you have a more complicated residency situation read through NY IT-203-I to figure out what to do.

 

Your NJ wages should be income that you earned during your period of residency in NJ for those 2 months.

 

Note that during those 2 months of NJ residency you were double taxed by both NY and NJ, so you can claim a credit with NJ for taxes paid to NY.

 

I know you randomized your numbers, but it sounds like your NY and NJ amounts are about the same so are you sure your employer has your new NYC address as your place of residence?