@Bellcoop2 wrote:
Thank you for your response!
Just to clarify that I would be considered NY/NYC resident, even if I didn't have a "residence" in NYC at the end of 2020? My apt lease ended in Sept 2020. So I thought I was a Part Year/Non Resident and was using Form IT-203 and used the calculations of days working in NYS/NYC and days working outside NYS/NYC while receiving New York source income.
As you stated, all of my income is New York source, so I know I will owe more state taxes to them. I'm just confused as to where I get a "credit" New York or Ohio? But I will go ahead and change my New York form to "resident" and see where that takes me, and file Ohio first as a non-resident.
We need to go back to the definition of "domicile." You said you were planning to move back to NY, but you just added that you surrendered your lease. That can be the active step that changes your domicile to Ohio. You can only have one domicile at a time, although you can change it frequently, as long as each change is bona fide and not just for show. Only you really know if you changed your domicile in September.
If you did change your domicile, then you are a part-year resident of Ohio and part-year resident of NY. In that case, however, your Sept-December income will be NY-sourced income due to the convenience of the employer rule, although it will be non-resident income at that point. Your Ohio return would still report your Ohio income before September as non-resident and all your income after September as resident income.
I haven't tried to fill out a tax return in Turbotax under these circumstances, and I can't tell how the credits work together. It would be easier to file as an Ohio non-resident and NY full year resident. I can't tell you whether part-year NY/part-year Ohio resident or full year NY resident/Ohio non-resident will pay less overall tax. You may want professional assistance this year.
