I have more related questions for 2025. 1. In addition to my working as an independent consultant for a NY firm (1099 income), I also took a part-time position with another NY firm in 2025. Thi...
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I have more related questions for 2025. 1. In addition to my working as an independent consultant for a NY firm (1099 income), I also took a part-time position with another NY firm in 2025. This 2nd firm treats me as a part-time employee and will issue W-2. They have also been withholding NY income tax on my earnings. When I tried to talk to HR and Payroll about this (that I'm a fulltime FL resident performing services outside NY), they said they need to withhold NY tax because the firm does not have a presence in FL. However, based on what you said, which matches my own research, the test is whether the taxpayer (that's me) performs services or carries out business in NY, not my employer's location. They referred me to a co-worker who is also a fulltime FL resident working remotely for this same firm. She told me she has been paying NY taxes and her returns were filed by an accountant. I believe they are wrong but my question now is how do I get refund from NY? I believe I will need to file a non-resident NY return but specifically which questions/forms I need to complete to get the refund? 2. I received a one-time payment from a 3rd NY firm after I won settlement for wrongful termination of employment in 2022. I moved to FL at the end of 2022 and have since been a full-time FL resident. This payment is split into two parts, one part as backpay W-2 income and NY taxes were withheld. Do I need to pay NY tax on this portion of the payment? Any specific forms for this type of reporting? 3. There is no withholding on the other part of the settlement payment, which I believe will be reported as income to me on 1099. How is this part treated differently for tax purposes, both Federal and NY? Thank you very much!