topic My daughter lives in NJ, but worked in PA. PA withheld taxes...box 15 lists PA, not NJ. Does she need to file taxes in both states? in State tax filing

My daughter lives in NJ, but worked in PA. PA withheld taxes...box 15 lists PA, not NJ. Does she need to file taxes in both states?

babze — Mon, 03 Jun 2019 17:41:35 GMT

We know about the tax agreement between the states, but are confused as to whether we can just file NJ, even though PA taxes were withheld.

Did she work in the city of Philadelphia?

SweetieJean — Mon, 03 Jun 2019 17:41:37 GMT

Did she work in the city of Philadelphia?

No, not in Philly

babze — Mon, 03 Jun 2019 17:41:40 GMT

No, not in Philly

She must file both. The employer should have been withhol...

SweetieJean — Mon, 03 Jun 2019 17:41:42 GMT

She must file both. The employer should have been withholding NJ taxes only, unless she worked in Philadelphia.

If you are a New Jersey resident and your employer withheld Pennsylvania income tax from wages, you must file a Pennsylvania non-resident return to get a refund. To stop the withholding of Pennsylvania income tax, complete Form REV-419EX, Employee’s Nonwithholding Application Certificate, and give it to the employer.

She will then have to file a NJ resident return. She might be assessed underpayment interest and penalties there.

Also see: https://www.state.nj.us/treasury/taxation/njit25.shtml">https://www.state.nj.us/treasury/taxation/njit25.shtml</a>

Thanks for your help!

babze — Mon, 03 Jun 2019 17:41:44 GMT

Thanks for your help!

Be sure her employer starts withholding NJ taxes.

SweetieJean — Mon, 03 Jun 2019 17:41:46 GMT

Be sure her employer starts withholding NJ taxes.