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I worked 2 months in NY and then retired and moved to Maine for most of the year. Do I have to report this.

I have kept my home in NY and rent in Maine.
I receive social security and a pension from NY.
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4 Replies

I worked 2 months in NY and then retired and moved to Maine for most of the year. Do I have to report this.

Yes. You must file part year resident returns in both states.  (Maine does not tax Soc Sec, but it does tax pensions.)   Are you renting out the NY home?

I worked 2 months in NY and then retired and moved to Maine for most of the year. Do I have to report this.

No, I'm not renting the house in NY, my sons live there. 

I worked 2 months in NY and then retired and moved to Maine for most of the year. Do I have to report this.

No I'm not renting the NY home, my sons live there. 

I worked 2 months in NY and then retired and moved to Maine for most of the year. Do I have to report this.

If you have not changed your domicile, then you are still a NY resident.  You must file a NY resident tax return (not a part-year resident return) that reports and pays tax on all your world-wide income.  You must also file a Maine non-resident return (not a part-year resident).  The Maine non-resident return will calculate your tax based on Maine-sourced income (like a part-time job, side gig, etc.).   Make sure to tell Turbotax you are a NY resident and a Maine non-resident, and prepare the Maine non-resident return first.  If you owe Maine income tax, you should get a credit on your NY return that will reduce your NY tax accordingly.

 

Your domicile is your permanent home, and you only have one domicile at a time, even if you have several homes.  If you maintain ties to NY (legal, financial, medical, social) and intend for it to be your long-term home, then you are domiciled in NY even if you live in Maine for most of the year. 

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