TomK2023
Expert Alumni

Retirement tax questions

The bonus was earned/sourced from MA. 

 

If you're a nonresident with an annual Massachusetts gross income of more than either $8,000 or the prorated personal exemption, whichever is less, you must file a Massachusetts tax return.

 

You are an individual nonresident if you are neither a full-year or part-year resident.


You may be able to file a MA Non-resident return to get your MA taxes returned.  Fill out the MA return first.

 

Massachusetts Department of Revenue

 

If you are a New York State resident you must file Form IT-201, Resident Income Tax Return, if you meet any of the following conditions:

  • You have to file a federal return.
  • You did not have to file a federal return but your recomputed federal adjusted gross income plus New York additions was more than $4,000 ($3,100 if you are single and can be claimed as a dependent on another taxpayer's federal return).
  • You want to claim a refund of any New York State, New York City, or Yonkers income taxes withheld from your pay.
  • You want to claim any of the refundable or carryover credits available.

New York Department of Taxation and Finance

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