turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Attend our Ask the Experts event about Deciphering Your Tax Forms on Feb 19! >> RSVP NOW!
Close icon
Do you have a TurboTax Online account?

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

Jim1620
New Member

Grad school in NY, permanent address in CA. Worked in both places and got W2s in both. Do I file as resident in CA and non-resident in NY or as resident in both?

I grew up in CA and maintained a permanent address in CA all year but lived in NY while attending graduate school. I received a W2 for income earned working at my school in NY. I received a W2 for income earned at a job after I returned to CA. My intent was to return to CA after school to work in CA. I graduated in May and returned to CA in August. Do I file as a non-resident of NY and a full-year resident of CA? Or am I a resident of both states?

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.

1 Best answer

Accepted Solutions
Leonard
Intuit Alumni

Grad school in NY, permanent address in CA. Worked in both places and got W2s in both. Do I file as resident in CA and non-resident in NY or as resident in both?

You will file a non-resident tax return for NY and will file a part-year resident tax return for CA.   You can file both state returns using TurboTax Deluxe.  Complete your CA return first then complete the NY return.

[Edited 03/31/2019 | 11:40 am PDT]

View solution in original post

8 Replies
Leonard
Intuit Alumni

Grad school in NY, permanent address in CA. Worked in both places and got W2s in both. Do I file as resident in CA and non-resident in NY or as resident in both?

You will file a non-resident tax return for NY and will file a part-year resident tax return for CA.   You can file both state returns using TurboTax Deluxe.  Complete your CA return first then complete the NY return.

[Edited 03/31/2019 | 11:40 am PDT]

Grad school in NY, permanent address in CA. Worked in both places and got W2s in both. Do I file as resident in CA and non-resident in NY or as resident in both?

No, complete the non-resident NY return first, then the resident return.  CA will give you a credit for vtaxes paid to NY, but needs the NY info for the correct calculation.
Jim1620
New Member

Grad school in NY, permanent address in CA. Worked in both places and got W2s in both. Do I file as resident in CA and non-resident in NY or as resident in both?

If I tell TurboTax I was a full-year resident of CA, the New York forms disappear from my TurboTax Deluxe installation on my computer. How do I fill out NY after CA if I say I was a full-year resident of CA?
Leonard
Intuit Alumni

Grad school in NY, permanent address in CA. Worked in both places and got W2s in both. Do I file as resident in CA and non-resident in NY or as resident in both?

Tell TurboTax that you were a part-year resident of CA this will allow you to complete both CA and NY tax returns
Leonard
Intuit Alumni

Grad school in NY, permanent address in CA. Worked in both places and got W2s in both. Do I file as resident in CA and non-resident in NY or as resident in both?

I have edited my answer remove any confusing information
Jim1620
New Member

Grad school in NY, permanent address in CA. Worked in both places and got W2s in both. Do I file as resident in CA and non-resident in NY or as resident in both?

If I file as a part-year resident of CA and a non-resident of NY, does that imply I was not a resident of any state during the time I was in NY?
Leonard
Intuit Alumni

Grad school in NY, permanent address in CA. Worked in both places and got W2s in both. Do I file as resident in CA and non-resident in NY or as resident in both?

No it does not imply that you were not a resident of any state while you were in NY.

Grad school in NY, permanent address in CA. Worked in both places and got W2s in both. Do I file as resident in CA and non-resident in NY or as resident in both?

I disagree.  File a non-resident NY return first, then a CA resident return.  If you look at CA FTB tax information, if it was always your intent to return, you are a resident. Under no circumstances should you complete your CA return first.
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question