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In March 2018, I moved from New Jersey to North Carolina, where I now permanently reside. I was with my parents, now I am renting. How do I file my taxes?

In March 2018, I moved from New Jersey to North Carolina, where I now permanently reside. I previously lived with my parents, but started renting an apartment in Charlotte, NC last March. Do I have to file 2 different returns for NJ and NC? How should I file my taxes, online or buy the software?

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In March 2018, I moved from New Jersey to North Carolina, where I now permanently reside. I was with my parents, now I am renting. How do I file my taxes?

Good questions.  There's a lot to cover here.  The short answer is: "Yes, file NJ-1040 resident  and NC D-400 resident w/ Schedule PN tax returns.  Possibly NJ-1040NR as well."

New Jersey states:

"Part-Year Residents. There is no part-year resident return. You may have to file both Form NJ-1040 to report income you received for the part of the year you were a resident and Form NJ-1040NR if you had income from New Jersey sources for the part of the year you were a nonresident."

The NJ filing threshold is $10,000 ($20,000 for head of household or married filing jointly).  You would need to file the NJ non-resident form if you received, say, a NJ bank 1099-INT interest form for interest earned after you left NJ.

North Carolina states:

"For tax year 2018, a North Carolina tax return is required if your federal gross income exceeds the amount listed for your filing status shown below: ... $8,750 single, $17.500 married filing jointly, $14,000 head of household."

NC income tax is 5.499% of your total taxable income multiplied by the percentage of that income attributable to NC residency.

As to your second question, how to go about filing depends on both your income types and levels and your comfort with do-it-yourself methods.  Assuming your income is relatively simple, say wages and, perhaps, bank interest, you can certainly use the TurboTax Free Edition to do your Federal income tax return.

For the two (or three) state returns,  let me know more details of the types of income and credits (e.g. out of pocket education expenses) and whether you are at least age 24 and older.  And, of course, how comfortable you are with trying the do-it-yourself approach first.  State income tax returns are generally easy as they are based on numbers copied from your federal return, tweaked with a few state-specific adjustments.  In any event, you will need to split your income into two columns, one for NJ and one for NC, in order to fill out those returns.




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In March 2018, I moved from New Jersey to North Carolina, where I now permanently reside. I was with my parents, now I am renting. How do I file my taxes?

Good questions.  There's a lot to cover here.  The short answer is: "Yes, file NJ-1040 resident  and NC D-400 resident w/ Schedule PN tax returns.  Possibly NJ-1040NR as well."

New Jersey states:

"Part-Year Residents. There is no part-year resident return. You may have to file both Form NJ-1040 to report income you received for the part of the year you were a resident and Form NJ-1040NR if you had income from New Jersey sources for the part of the year you were a nonresident."

The NJ filing threshold is $10,000 ($20,000 for head of household or married filing jointly).  You would need to file the NJ non-resident form if you received, say, a NJ bank 1099-INT interest form for interest earned after you left NJ.

North Carolina states:

"For tax year 2018, a North Carolina tax return is required if your federal gross income exceeds the amount listed for your filing status shown below: ... $8,750 single, $17.500 married filing jointly, $14,000 head of household."

NC income tax is 5.499% of your total taxable income multiplied by the percentage of that income attributable to NC residency.

As to your second question, how to go about filing depends on both your income types and levels and your comfort with do-it-yourself methods.  Assuming your income is relatively simple, say wages and, perhaps, bank interest, you can certainly use the TurboTax Free Edition to do your Federal income tax return.

For the two (or three) state returns,  let me know more details of the types of income and credits (e.g. out of pocket education expenses) and whether you are at least age 24 and older.  And, of course, how comfortable you are with trying the do-it-yourself approach first.  State income tax returns are generally easy as they are based on numbers copied from your federal return, tweaked with a few state-specific adjustments.  In any event, you will need to split your income into two columns, one for NJ and one for NC, in order to fill out those returns.




In March 2018, I moved from New Jersey to North Carolina, where I now permanently reside. I was with my parents, now I am renting. How do I file my taxes?

My income is over the threshold for both NJ and NC, but in both states I only have income from my job (no investing). As far as credits/any other items, I do not have any out of pocket schooling expenses. What is the difference between the CD and the Free edition? Does the CD give me access to the CPA feedback vs. no feedback on turbotax free? I am pretty confident with my ability, but don't mind paying a little bit extra to ensure everything is done correctly.

In March 2018, I moved from New Jersey to North Carolina, where I now permanently reside. I was with my parents, now I am renting. How do I file my taxes?

I though I had replied here, but apparently I must have not hit the button.  Anyhow, the CD is designed for those preparing multiple tax returns, say an extended family or a small business, and is not free.  Adding a CPA will cost you at least an extra $50 and your situation is so simple, I honestly believe it would be a waste of your money.  I suggest you go ahead and do the Federal and NJ Resident returns through the Free Edition.  You will find it very straightforward so long as you have your relevant W2(s).  Use the earlier NJ address for this year so as not to complicate things.  After that, you can decide if you want to pay TurboTax for the NC part-year resident or go directly to the NC website and free-file with them, either electronically or a paper return.  Take a look at

<a rel="nofollow" target="_blank" href="https://www.ncdor.gov/taxes-forms/individual-income-tax/nonresidents-and-part-year-residents">https:...>

to see the forms and what calculations are done and filing options.  I suspect you'll find that you will breeze through that one, too.

Caveat: Make sure your W2 State Income numbers match what you actually earned in each state.

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