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tusseyd
New Member

I left the City of New York Dec 2019. Moved to FL. In Mar 2020 I received ~$2700 from NYC, a refund from the Mngmt Benefit Fund. Do I need to file a tax return in NY?

I worked for the City of New York for several years, leaving in mid Dec 2019. I moved to FL. For 2019 I filed a tax return in NY. In Spring, 2020, I received a check for ~$2700. This was a refund from the Management Benefit Fund in which managers participate. The refund was taxed for Federal and State. At no time during 2020 did I work for the City of New York. Do I need to file a tax return with NY for that amount? (I'm thinking I probably do, since they withheld Fed and NY state taxes.)
2 Replies
ToddL99
Expert Alumni

I left the City of New York Dec 2019. Moved to FL. In Mar 2020 I received ~$2700 from NYC, a refund from the Mngmt Benefit Fund. Do I need to file a tax return in NY?

You only need to file a 2020 NY tax return if you want a refund of the NY tax withheld from this payment.

 

Since you ended your NY residency in 2019 and were a FL resident for 2020, then you wouldn't need to file a 2020 NY tax return other than to get a refund of NY tax withheld. 

 

​​​​​​​There is a possibility that NY will treat the payment as NY-sourced income and want to tax you on the amount paid. The NY state tax interview in TurboTax should help determine whether this will be the case. 

tusseyd
New Member

I left the City of New York Dec 2019. Moved to FL. In Mar 2020 I received ~$2700 from NYC, a refund from the Mngmt Benefit Fund. Do I need to file a tax return in NY?

Thank you. That confirms what I had understood as well. Appreciate the prompt response, and I will file that return to get a refund of the NY taxes.

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