Hi,
I moved from CA to NY last year and stayed with the same employer. I am filing a part year resident return with both states and put together a spreadsheet to list out my incomes and allocate by days worked according to each state's part year resident rules.
My calculations give me a CA allocation of wages that is about 4% higher than my employer's W2 CA state wages amount. I believe this is because my employer designated me as having moved to NY a bit sooner than I actually did.
Any recommendations on what the best thing to do here is? Should I stick directly with my employer's W2 CA state wages amount or should I go with my slightly higher, (but maybe more accurate?) spreadsheet amount?
My concern is that deviating from the employer's W2 state wage might be non-standard and a red flag (is it?) but at least if I go with my amount calculated from my approach I can fully explain how I arrived at my allocation. Should employer W2 state wages be treated as fact when filing returns?
Any advice is appreciated, thank you!
"My concern is that deviating from the employer's W2 state wage might be non-standard and a red flag (is it?) but at least if I go with my amount calculated from my approach I can fully explain how I arrived at my allocation. Should employer W2 state wages be treated as fact when filing returns?"
A piece of data in the hand is worth two pieces of data in the cloud.
If the employer's allocation is at all plausible, I would go with that and not worry about it. It is unlikely that either state taxing authority will give it a second thought.