PERFECT THANK YOU @MarilynG1
i have to say how incredibly impressed i am with the TT experts on this community- such quick answers-- it is a fantastic resource and you all do an incredible job
meanwhile i had called up on the help line (new feature with TT download premier advantage- to get live help) and did not get as speedy an answer in fact the lovely lady i spoke to did not know the answer but while we were trying to find it i actually located the form you mentioned in your e mail but that was after a long phone call
in short THANK YOU and to all the experts who respond so rapidly- incredible
So yes i marked a cross as shown and lower down on that form, under capital gains distributions multiplied the total amount by 8/12 for 8 months of year but although the capital gains/ losses are not allocable at all to NJ they need to appear in "elsewhere" so at antoher form (cant recall which) I allocated the capital losses and gains accordingly so that only 8/12 of the annual amount showed in the "elsewhere" column of NJ NR tax return since i was a NR but also only a partial one
NOW EVEN MORE IMPORTANT: A follow up question- im hearing from other experts (Tom D8 for example) that while my company had me as a NJ employee in their database and thus took NJ withholdings until sept 1st 2023, when they officially moved my work place to Utah and established me officially as a remote worker (we have a company office in Utah), that since i was actually physically in utah for the entire year and not in NJ) i actually don't owe NJ taxes (even though my company had me " listed" as a NJ employee and took withholdings--... and that this is because of something called the the convenience of the employer rule which Tom noted Utah does not have
however i just looked up convenience of employer rule for NJ and it seems to indicate I do owe taxes to NJ since
"Under the convenience rule, a nonresident taxpayer’s employee compensation from a New Jersey employer for the performance of personal services is sourced to the employer’s location (New Jersey) if the employee is working from an out-of-state location (e.g. at home in their resident state) for their own convenience rather than for the necessity of their employe"
so i hope TomD8 sees this and comments again and curious what Annette thinks also
can you confirm that
that would be amazing- a further refund of the 8 months of withholdings taken but my read per what i pulled up is that its the rul for NJ rather than Utah that counts.... what do you think?
@TomD8
@MarilynG1
@AnnetteB
i somehow thought the company who employs me determines my work state (NJ for 8 months-- i was NR) then utah for last 4 months) even if i am not physically there
please advise
@TomD8
