topic first time filing in Education

first time filing

Adulting — Tue, 11 Mar 2025 18:14:49 GMT

I live in NJ and I am still a dependent (age 22). I was a full time undergrad until May 2024, now a full time Grad student since Aug 2024. I made some money as a tutor and Grad assistant in both schools located in PA. I'm filing for the first time to get any refund available. The Federal was easy then when I applied for the state it automatically took me to finish both NJ ( full resident) and PA ( non-resident). Is that correct? Appreciate a feedback. Thanks

Re: first time filing

Vanessa A — Tue, 11 Mar 2025 18:49:24 GMT

If you live in NJ, your income from PA is not taxable by PA, it is taxed by NJ since PA and NJ have a reciprocal tax agreement. This means, that your income is only taxed by the state you live in, not the state you work in.

You would only need to file a PA Non-Resident return if you are claiming a refund of taxes withheld. If you did have taxes withheld, when you file the PA non-resident return, you will enter $0 as your income and keep the amount of withholdings as they are reported.

Re: first time filing

Adulting — Thu, 20 Mar 2025 15:37:00 GMT

Thank you Vanessa.