Not sure how the NY forms work, but for MFJ NC taxes, the mixed state residency couples end up the NC NonResident/Part-Year resident forms. So it might just appear that you are being considered a ...
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Not sure how the NY forms work, but for MFJ NC taxes, the mixed state residency couples end up the NC NonResident/Part-Year resident forms. So it might just appear that you are being considered a PY-NC resident . That transfers all your combined Federal income at first, BUT, during NC's income allocation pages, the NY resident and the NC-NY spouse would take out their NY-related income, and only enter the NC PY-Spouse's 3 months of income in the appropriate boxes. Yeah, it may take a couple weekends work to get it right, but if done right, line 13 of the NC Form D-400 should show a decimal multiplier which reduces the total combined gross income from everywhere (after allowed NC deductions), down to just the minor taxable portion of the 3-mo NC-spouse's part-year income. _________________ Very roughly speaking, that should end up with line 14 of the D-400, being just what's left of the NC-NY spouse's NC-only income being subject to taxes by NC ________________________________