I was granted RSUs when I lived in CA. I moved to NY in 2022. In 2023, my RSUs vested. How do I answer "Did you make money in any other states"? Are these RSUs CA income?

Is there anything special I need to do while filing taxes this year since I've been a resident of NY for the entire year, but RSUs that were granted in CA vested this year?

607

Expert Alumni

Mar 26, 2024 12:07:38 PM

The income is recognized when the stock vests.

That is when the income should be reported on your W-2.

If you were a resident of NY when the stock vested, it will be NY income.

New Member

Apr 4, 2024 6:01:59 PM

On my W2, I have CA and NY state wages (boxes 15, 16, and 17 have values for CA and NY). I found this article that I think claims that CA will tax for the time I lived in CA between stock grant and vest date (see the RSU section of https://www.ftb.ca.gov/forms/misc/1004.html). Does this mean I'm essentially getting taxed twice (once on the vested shared in NY and then another for a portion of the vested shares for my time in CA)? Do I need to file state taxes for both NY and CA?

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I was granted RSUs when I lived in CA. I moved to NY in 2022. In 2023, my RSUs vested. How do I answer "Did you make money in any other states"? Are these RSUs CA income?