New York State part time resident

Forum|Forum|4 years ago
February 3, 2022
1 reply
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Doing my daughter's taxes. She moved to NYC, NY 8/1/21. Prior to that move she worked two months in Atlanta, Georgia for the company that hired her out of college (DAWGS!!!). According to a knowledge base article on your website NY State reports the entire Federal Income Earned in Box 16 regardless if some of it was earned in another state. TurboTax Home & Business did not pick up the amount of money she had to pay the state of Georgia even though I first calculated Georgia. I had to manually enter that amount as an adjustment. Is that a feature of Turbo Tax or a bug? I need to know going forward.

Hal_Al

Level 15

Q, Does NY State tax the entire Federal Income Earned in Box 16 regardless if some of it was earned in another state?

A. No.

On the NY return, she is only taxed the income earned after her move there on 8/1/21. She files as a part year resident. She may have to report all the income on her NY return (this is common with almost all sates) but then she allocates her income to both states.

If she was a GA resident, prior to the move, she will also file a part year resident GA return.

Q. TurboTax (TT) Home & Business did not pick up the amount of money she had to pay the state of Georgia?

A. It depends on how you entered it. TT usually picks it up from her W-2.

tsgroupAuthor

Level 2

I did her Georgia tax return FIRST as it is my home state before I purchased and entered the New York state return. The W2 info for Georgia was entered manually as was New York. As far as entering it correctly? I've been using TurboTax since the early 1990's.

Basically, TT did NOT pick up the amount paid to Georgia after her refund. I have a screen capture that I would love to attach if that was an option in this discussion. It says: "TurboTax does not currently computer an amount of tax for Georgia. If this is incorrect, enter the tax below."

Had I not noticed such a small refund from New York I never would have picked it up in Easy Step mode. Thanks for your help and everything you wrote is true.

Opus 17

Level 15

I believe you still have to allocate the income manually on the New York return because Turbotax isn't capable of allocating it on its own. Sometimes income is taxable in two states (if her permanent home was in one state and she was working temporarily in another state) and Turbotax also can't assume that income should be allocated by any particular method. How would Turbotax know how many dollars to allocate to New York?