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Level 1
posted Feb 28, 2022 6:47:23 PM

Do I need to include bank statements as proof for allocating unearned income such as interest when mailing part-year state return (e.g. NJ-1040 and NJ 1040-NR)?

I have lived in NJ and then moved to PA last year. I have multiple saving accounts that generates interest and that interest should be splitted for state tax return. When mailing my part-year state return for NJ (NJ-1040 and NJ 1040-NR), I will mail my W2 and 1099, but do I need to also include bank statements to show how interest is allocated between two states? It seems a lot to print out all 12 months of statements from different banks and I am not comfortable giving account information unless necessary.

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1 Best answer
Expert Alumni
Feb 28, 2022 6:57:45 PM

No. Keep your bank statements for your records. You will not have to produce your statements unless you are audited and New Jersey asks for proof.

3 Replies
Expert Alumni
Feb 28, 2022 6:57:45 PM

No. Keep your bank statements for your records. You will not have to produce your statements unless you are audited and New Jersey asks for proof.

Level 1
Feb 28, 2022 7:43:12 PM

Thanks for your answer! How about paystubs/statement for my job? Do I need to include them?

Expert Alumni
Feb 28, 2022 7:55:44 PM

No. For the tax return, only tax forms are attached. If a state wants more information, they will request it.