turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Jlicht71
New Member

Appealing my New York State refund from 2020

I live in NJ and work for a company in NY city. I received a letter in the beginning of March 2020 from NYS stating that I need to prove my NJ residency. I assumed this was a random type of audit. So after submitting the documentation needed I waited the two weeks before calling to see what the outcome was. Now to be clear I have been working from home for this same company since 2006 and always filed the non-resident tax form for NY every year. Also I have been at my current address since June 2015 and never had an issue when filing. However NYS has made the decision that somehow I’m a NY resident and therefore my refund has been slashed from $2756 to $929! How do I go about appealing this? The information they are basing this decision on is completely wrong!

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies

Appealing my New York State refund from 2020

I RECEIVED A LETTER FROM THE IRS/STATE

 

 

TurboTax does not receive any information from the IRS or your state after your return was filed, so no one at TurboTax knows about a letter you received from the IRS or the state.

 

 

 

I AM BEING AUDITED

If you purchased Audit Defense:

https://ttlc.intuit.com/questions/2924451-i-bought-max-or-audit-defense-and-now-i-m-being-audited

 

AUDIT SUPPORT

 

TurboTax has a special phone number for help with IRS/state tax letters, which will be easier than going through regular Customer Support.   At the page below, click on the blue button that says "Get Help from TurboTax Support".  Then it will ask you what tax year is your letter.  Then it will ask you what the letter concerns. Then it will show you the phone number during posted business hours.

https://support.turbotax.intuit.com/irs-notice/audit-support/

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

Appealing my New York State refund from 2020

@Jlicht71 wrote: "However NYS has made the decision that somehow I’m a NY resident ..."

 

Were you informed of that decision in a letter?  If so, letters of that type almost always contain instructions on how to appeal.

**Answers are correct to the best of my ability but do not constitute tax or legal advice.

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question