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I lived in New Jersey and moved to NYC for 2 months and moved back to NJ in September how do I file

I lived in NJ from January to July then moved to NYC from July  to September and moved October back to NJ

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12 Replies

I lived in New Jersey and moved to NYC for 2 months and moved back to NJ in September how do I file

I will page @Mike9241 but it sounds like you need to prepare two state returns (as a part-time resident).

I lived in New Jersey and moved to NYC for 2 months and moved back to NJ in September how do I file

I work in NYC and lived in NJ for all my life and in July I moved to NYC for 2 months then in September I decided to move back to NJ.  I think my employer said I will get 3 W-2s.  How will I file?  

I lived in New Jersey and moved to NYC for 2 months and moved back to NJ in September how do I file

Can I used turbo tax to do my taxes for 2023?

 

thank you.

I lived in New Jersey and moved to NYC for 2 months and moved back to NJ in September how do I file

Okay so if I have to do 2 states one for New York/NYC and paid NYC taxes because I lived there and then one for NEW JERSEY, can I do this with turbo tax? I work in NYC at the same job. 

Thank you.

TomD8
Level 15

I lived in New Jersey and moved to NYC for 2 months and moved back to NJ in September how do I file

Yes, you'll be able to use TurboTax to do your tax returns.

 

Since you were a resident of NJ at the start of the year, the question is whether your move to NY was a true change of domicile at the time.  NJ's rule is that your domicile continues until you establish a new permanent home elsewhere.  You can only have one domicile at a time.

 

If you did change your domicile, then you will file as a part-year resident of each of the two states.

But if you kept your domicile in NJ during your time in NY, then for tax purposes you would file as a non-resident of NY and a full-year resident of NJ.  These concepts are explained in detail in this NJ tax publication:

https://www.nj.gov/treasury/taxation/pdf/pubs/tgi-ee/git6.pdf

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

I lived in New Jersey and moved to NYC for 2 months and moved back to NJ in September how do I file

Yes, I was always living in NJ however, I don’t understand what you mean by “domicile” but I did tell my employer that I moved to NYC and I had to fill out new paperwork so they withdrew nyc taxes and NY taxes only when I moved.  I was told I would get another W-2 so would have to file that also.  Then 2 months later (September), I moved back to my original place in NJ.  So I am permanently back to NJ.  So, I guess I will have to file in both states (part time in NY).  My employer said I would get three (3) W-2s.  Two for NJ which I will have to file in NJ and non-resident NYC; I would think the 2 NJ W-2s can be combined and then one for NY/NYC (part-time).  Can I file these all on turbo tax?  Can I get help when I do file this?  

Thank you.

Hal_Al
Level 15

I lived in New Jersey and moved to NYC for 2 months and moved back to NJ in September how do I file

Q. Can I file these all on TurboTax (TT)?  

A. Yes, but be forewarned: "rotating residency" gets a little tricky in TT.

 

Q. Can I get help when I do file this?  

A. Yes, come back to this forum, if you get stuck.  I've seen this issue here before. 

https://ttlc.intuit.com/community/state-taxes/discussion/residency-status-after-moving-from-wv-to-nc...

 

Because of the need to pay NYC income tax, I think you are correct to treat this as a rotating residency, rather than as a temporary stay in NY. 

TomD8
Level 15

I lived in New Jersey and moved to NYC for 2 months and moved back to NJ in September how do I file

"Then 4 months later (September), I moved back to my original place in NJ." 

 

Since you lived in NJ for 8 months of the tax year, by NJ's 183-day rule you are a full-year resident of NJ for tax purposes.  ALL your income for the year, regardless of where you earned it, is taxable by NJ.

 

In addition, all the income you earned by working in NY is taxable by NY state.  It is not taxable by NY city unless you became a resident of NYC.  If you kept and maintained your home in NJ during your absence in NY, and then returned to it after only 4 months, then you may be able to file in NY as a non-resident - which would relieve you of having to pay NYC taxes.  NYC is more likely to regard you as a non-resident if you kept your drivers license, voter registration, etc., in NJ while you were away in NY, in addition to keeping your home in NJ.

 

@Hal_Al -- comments?

 

 

 

 

**Answers are correct to the best of my ability but do not constitute tax or legal advice.
Hal_Al
Level 15

I lived in New Jersey and moved to NYC for 2 months and moved back to NJ in September how do I file

@TomD8 , I agree with your comments. In particular, he should file as a full year NJ resident. 

 

It would be "rare" that would actually be a NY resident for those 4 months. But the fact that he notified his employer that he had changed residency and his employed withheld NYC income tax,  may make it difficult for him to get a refund on NYC withholding. 

 

His NY state tax will be the same (I think) whether he files as a non resident or part year resident.  Whether he is subject to NYC tax is in question. 

I lived in New Jersey and moved to NYC for 2 months and moved back to NJ in September how do I file

You would be incorrect as my employer had me fill out forms to change my address and tax status forms for NY/NYC.  I will be getting an additional W-2 from my employee for NY.  I must file my W-2 with NY.  And I paid a lot more money because I paid into NYC taxes for 2 months.  I probably paid about $800 in NYC taxes for those 2 months.  

Thank you.  

I lived in New Jersey and moved to NYC for 2 months and moved back to NJ in September how do I file

Actually I got the dates wrong and moved to NYC in July 15 and moved back to NJ September 27.  So I was actually only in NYC for 2-1/2 months.  

LindaS5247
Expert Alumni

I lived in New Jersey and moved to NYC for 2 months and moved back to NJ in September how do I file

Yes, you can do this in TurboTax.  Be sure to follow all prompts and answer all questions accurately.

 

If you were a resident of two different states during the tax year (for example, if you moved from one state to another), you'll normally file part-year returns in both states, assuming each state collects income tax and you had income in each state.

 

Depending on how long you lived in New York state, you may not be considered a resident of that state for tax purposes.  For example, many states, including New York, do not consider you a resident of the state unless you lived there for more than 183 days.

 

TurboTax handles part-year returns, but you need to make sure you've set up your personal information correctly for us to do so. We'll ask about where you lived in 2023 when you set up your personal information.

 

If you need to add this information after you've begun your return:

  1. Sign in to TurboTax and select My Info.
  2. A Your personal info screen appears.
  3. Question number 2 asks you the state(s) you lived in during 2023. Select your state of residence from a dropdown menu.
  4. You'll also be asked if you lived in another state in 2023. Answer Yes and a new section will appear asking for your previous state of residence. Select the other state you lived in.
  5. Fill out the date of when you moved to your current state.  (This will determine your residency in New York, as it appears you were there less than 183 days)
  6. If the rest of your information is accurate, select Continue.

After you finish entering your federal return info, you'll automatically be moved to the State Taxes section, where you'll see your part-year states listed (if it's determined that a part year return is required), or your resident and nonresident returns.

 

Since it appears that you lived in New York state less than 183 days, you likely won't be filing a part-year return for New York.  However, since you stated that your income is earned in New York and you lived in New Jersey, you will be filing two tax returns, one for New York (nonresident) and one for New Jersey (resident).

 

TurboTax recommends that you prepare the return for your former state, first New York, followed by the return for the state you currently live in (New Jersey) if filing part-year returns.

 

TurboTax recommends that you file your nonresident state tax return first (New York) and then your resident state tax return (New Jersey) so you will be properly credited for your tax paid in New York on your New Jersey tax return.

 

 

 

Click here for helpful information about filing your state return when multiple states are involved.  

 

Click here for New York state information on residency and filing requirements.

 

Click here for filing status requirements in New York state.

 

Click here for how to enter New York Income as a nonresident in TurboTax.

 

Click here for instructions on filing part-year state returns.

 

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