GloriaL
Expert Alumni

State tax filing

Since you lived in two separate states you will need to file a part-year return in both NY and NJ. If your wages have been reported correctly on the W-2s, they should get apportioned automatically and you should not need to make any allocation adjustments.

 

When you entered your W2 in Turbo tax, be sure that you entered it exactly as shown on your W2(especially in the state and city sections of your W2).

 

First verify that your W2 has been correctly entered in the Federal section.

 

To view this:

  1. Open TurboTax
  2. Go to Wages & Income
  3. Click on W2
  4. Click on Edit
  5. In here verify all of your entries are correct (especially, the state section), If you worked for the same employer, they should have indicated the wages while a NY resident and the wages as a NJ resident.

 

Once you verified your input, go to your state tax returns (always begin with your non-resident state first, in this case would be NY)

 

If you stopped working for an employer in one state and started working elsewhere after you moved. All you need to do is look at your W-2 and it should be properly allocated. Allocate the income from your former job to your former state and your income from the new job to your new state.

 

What if you continue working at the same job while living in 2 different states? Some companies will send you a W-2 with the state totals listed, others will send you two separate W-2’s for each state. If not or they didn't change the withholding to the second state, then you’ll have to estimate how much income you earned as a resident of one state versus the other.

 

To properly allocate your income if this is not automatically allocating:TurboTax: How to Allocate My Income