Let's assume
I worked in NYC the whole year for a total income of $48k
I lived in NYC for the first 8 months then moved to NJ
I only paid NY state taxes and NYC local taxes
I earned 34k while living in NYC (6k is from a job that ended before I moved)
I earned 14k while living in NJ for the last 4 months
I only paid NY taxes on my W2s for the whole year
I completed my part-year resident NY return and now I'm stuck on the "Credit for taxes paid to another state" section. It asks for the "other state information" where I can choose either a state or jurisdiction. What do I choose? NY state or NYC the locality? Does it matter?
Then it asks for the "double taxed income while a resident of NJ" and the "tax paid to NYS" (or NYC if I choose that). I am not certain what to enter here. How do I fill this out? Do I fill out the "tax paid to NY" with the total taxes I paid the whole year to both the state and the locality?
And one more question to make sure I'm covering all my bases. Do I have to fill out just the two returns other than federal - NY and NJ part-year resident tax returns?
Thank you!
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Since all your income was earned in New York, prepare your Part-Year New Jersey return first.
If New Jersey wants to tax part of your NY income (based on residency), then in the New York return, when asked about 'credit for taxes paid to another state' enter the amount that New Jersey wants to tax you and indicate New Jersey.
Click this link for more info on How to file a Part-Year Resident Return.
[Edited 03/18/2020 | 3:33 PM]
Since all your income was earned in New York, prepare your Part-Year New Jersey return first.
If New Jersey wants to tax part of your NY income (based on residency), then in the New York return, when asked about 'credit for taxes paid to another state' enter the amount that New Jersey wants to tax you and indicate New Jersey.
Click this link for more info on How to file a Part-Year Resident Return.
[Edited 03/18/2020 | 3:33 PM]
According to the information in the link you provided How to file a Part-Year Resident Return.
"We suggest you prepare the return for your former state first, followed by the return for the state you currently live in."
Shouldn't a person file the Part-Year NY return first? And then file the return from the resident state (NJ)?
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