I left the City of New York Dec 2019. Moved to FL. In Mar 2020 I received ~$2700 from NYC, a refund from the Mngmt Benefit Fund. Do I need to file a tax return in NY?

tusseyd · ‎February 8, 2021

I worked for the City of New York for several years, leaving in mid Dec 2019. I moved to FL. For 2019 I filed a tax return in NY. In Spring, 2020, I received a check for ~$2700. This was a refund from the Management Benefit Fund in which managers participate. The refund was taxed for Federal and State. At no time during 2020 did I work for the City of New York. Do I need to file a tax return with NY for that amount? (I'm thinking I probably do, since they withheld Fed and NY state taxes.)

ToddL99 · ‎February 8, 2021

You only need to file a 2020 NY tax return if you want a refund of the NY tax withheld from this payment.

Since you ended your NY residency in 2019 and were a FL resident for 2020, then you wouldn't need to file a 2020 NY tax return other than to get a refund of NY tax withheld.

There is a possibility that NY will treat the payment as NY-sourced income and want to tax you on the amount paid. The NY state tax interview in TurboTax should help determine whether this will be the case.

tusseyd · ‎February 8, 2021

Thank you. That confirms what I had understood as well. Appreciate the prompt response, and I will file that return to get a refund of the NY taxes.

I left the City of New York Dec 2019. Moved to FL. In Mar 2020 I received ~$2700 from NYC, a refund from the Mngmt Benefit Fund. Do I need to file a tax return in NY?

State tax filing

State tax filing