Allocate New York State Adjustments HELP!

[davidjedz314]

Token number 1341346

I am not sure what to put in the columns. Got married and wife moved in with me in NJ 8/27. She works as a teacher in NYC. Could really use the help! Thank You

[davidjedz314]

1341403 token

now im stumped on what to put for summary of taxes paid to other states any help! thank you

[MaryK4]

Can you clarify if she was a New York City resident before she moved to New Jersey?  Thanks! @davidjedz314 

[davidjedz314]

Thanks for getting back! She was an NYC resident from january-August. Then Jersey resident for rest of year!

[LaShaunA3]

Thank you for providing the diagnostic for review.

You entered the W-2 withholding amounts, but NJ is asking for the actual NY tax owed. Go to your NY return (IT-203), find Line 50 (NY tax) and Line 51 (NYC tax), then multiply each by about 31% (the portion of income taxed by both NJ and NY).

Replace the withholding numbers with those calculated amounts so NJ gives you the correct credit and avoids double taxation.

[Edited 3/25/26 | 7:13 am PST] 

@davidjedz314