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New York Partial Year Resident - Incorrect Amount Taxed by New York

State Breakdown

01/01/20 - 03/22/2020: I was a resident of New York (partial year).

  • 01/01/20-01/31/20: I worked in NYC.
  • 02/01/20-03/22/2020: I worked in NJ.

03/23/2020-12/31/2020: I both lived and worked in GA.

 

New York Earnings 

  • $13,559.86: 100% of my first W-2 was earned in NY while living in NY
  • $35,769.11: 7% of my second W-2 was earned in NJ while living in NY

Total earned while living in NY: $49,328.97

 

While working on New York State in TurboTax, I indicated that 7.0% of the second W-2 was earned in New York, however as seen below, New York is taxing me on 96% of my Federal AGI. I understand that New York uses my annual wages to determine tax % but there is absolutely no reason New York should be taxing income earned in another state from a non-New York source.

 

(NJ and GA both worked fine and show a small refund.)

 

How do I fix this??

 

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1 Reply

New York Partial Year Resident - Incorrect Amount Taxed by New York

You are correct.   New York uses your annual wages to determine tax % but income earned in another state from a non-New York source should not be subject to New York State tax.  Here is a TurboTax article that explains how to file a part-year resident tax return.  Please follow the steps carefully and if you aren't able to resolve the issue you had above, please let us know.

 

@driveafastercar

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