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CRL
Level 2

Moved out of NYC mid year to Long Island but W2 "NYC Resident Tax Wages" matches "New York Wages"

In mid-November I moved from NYC to Long Island. When I made this move I updated my tax withholding form with my employer. For the remainder of the year, I paid no NYC taxes in my paychecks. However, my W2 is showing all of my income for the year as NYC Resident Tax wages. The number is equal to my New York wages and box 1.

 

  1. Is there a form I missed filling out with my employer besides the withholdings form?
  2. TurboTax is asking me to Allocate my city income and taxable interest income. It expects a dollar amount here in the boxes here. How should I complete this TurboTax form?

 

 

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1 Reply
SabrinaD2
Employee Tax Expert

Moved out of NYC mid year to Long Island but W2 "NYC Resident Tax Wages" matches "New York Wages"

Answering Your Questions - Steps to Address NYC Resident Wages on Your W-2 in TurboTax

1. Is there a form I missed filling out with my employer besides the withholdings form?

Yes, you may have missed filing Form IT-2104.1 (New York City and Yonkers Withholding Tax Certificate). This form is used to notify your employer of changes in your NYC residency status. Confirm with your employer that they have updated your residency and withholding information.

 

2. TurboTax is asking me to allocate my city income and taxable interest income. It expects a dollar amount here in the boxes. How should I complete this TurboTax form?

Here’s how to handle it in TurboTax:

Step 1: Calculate NYC Income

  • Determine the portion of your total income earned while living in NYC.
  • Example: If you lived in NYC for 10.5 months, divide your total income by 12 and multiply by 10.5.
  • Enter this amount as your NYC income.

Step 2: Enter the Allocation

  • Open TurboTax and go to the State Taxes section.
  • Select New York and find the "Allocate city income" section.
  • Enter your calculated NYC income in the box for NYC wages.
  • For the remaining income (earned in Long Island), leave it outside the NYC allocation.

 

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