MarilynG1
Expert Alumni

State tax filing

@Mac1287 If your W-2 clearly shows the amount of New York Income and New York Tax Paid, and New Jersey Income and New Jersey Tax Paid, TurboTax will pick up these amounts for your Part-Year Resident Returns (no, you don't need to also file a Non-Resident return, as that does not apply).

 

However, many employers don't split it nicely and accurately for you on the W-2, which is where you may need to do some calculations of your own.

 

You can take your Total Income, divide by 12 and multiply by the months lived in each state.

 

Most states start with the Federal AGI, then make 'adjustments' to determine what portion of that income is taxable to that state if it is not clearly divided on the W-2. 

 

Some states use the Federal AGI, but apply the 'adjustment' to the amount of State Tax instead of income. 

 

Some states will make the adjustment for you, based on time you indicated you lived there, but not all, so you should do your own calculations to make sure it is being split properly.

 

Some people opt to make the income split on their W-2 entry, once they have calculated the split, so TurboTax picks it up automatically for each state.

 

You still may need to make adjustments for Unearned Income. 

 

Since you worked in NYC all year, your total income should be used to calculate NYC tax. 

 

Click this link for more info on How to Allocate Income for a Part Year Resident

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