Q. Part-year and Nonresidents - allocate based on my state information. If I worked for the same company just lived at 2 separate State, I put 0 and rest to Other state?

[Bbmaniac]

I'm trying to file Tax between NY and GA as part time residents.
I work same comapny which is based on NY. But I moved to GA on June of 2021.
While I was putting inforamation for NY state, it was clear that question was asked if how much did I earn while I was NY residents.
But for somehow, in GA residents part, it is asking me to allocated my Wages and Salaries but not clear if I have to put how much I earn from NY while being GA residents or just simply put how much I earn from each State out from my W2 form.

[MaryK4]

Since you were a Part-Year Georgia resident, you want to enter the money you made while you were in Georgia (the amount is probably on your W2).  

[SundayInSalem]

Report as Georgia wages the income you earned from your job while living in Georgia. Georgia residents are taxed on income earned everywhere. If you are paying New York tax on the same income, Georgia will give you a credit for taxes paid to New York on the GA return.

Your W-2 form should have the correct GA wages. Enter that amount in the GA box and the remainder in the other state box.

For example, if you made $25,000 total – half while living in GA in W-2, Box 16, and half while living in NY – put $12,500 in Georgia and the rest in Other State.

GA part-year and nonresidents

[Bbmaniac]

So my work only gave me the NY W2 form and Box 16 is what I have earn Entire Year. 

This mean 0 for GA I'm guess...

[AmyC]

NY will tax your income for the full year since it is NY sourced income. You will file the NY return as a part year resident and indicate the full amount of wages earned. NY Part-Year Resident top of page 5 explains NY law for part year residents.

Then, you will file GA as a part year resident. You will have to use your paystubs to determine the amount earned in GA. Claim that amount. Also, claim the NY tax paid for that same time period for a credit on your GA return. 

[Bbmaniac]

Thank you for the answer,

So lastly, since all wages were from NY I am able to receieve return from GA?

On the screenshot from one of the reply, is the same place I put my earn from NY while I physically lived in GA, my return for GA jump from 0 to 4K.... I am afraid this can't be true....?

[AmyC]

You should not owe GA anything due to the credit for taxes paid to NY. Something isn't right.....review your GA entries.

[Bbmaniac]

I don't owe anything, its the return I will be receiving is raised from 0 to 4K... 

I'm confused....Free money isn't always good with IRS....

[AmyC]

Federal refund or state? GA should not be a refund either, it should just zero out. GA  income, NY tax on GA income as a credit, zero balance. Something isn't entered quite right.

[Bbmaniac]

It is for State. 

So my guess will be leaving the Allocate to 0 for GA and put all my wages on other state.

The most confusing part that got me to ask here was that when I filled in NY part time residents, it asked for me to put how much of my total earning was from while living in NY and rest in other state. And after I did, the state return amount went down...

But I don't understand why while I'm doing the GA part time resident, it doesn't clearly saying what is meaning of allocating my Wages and Salary.... 

[AmyC]

NY should be taxing all of the NY wages since it is all NY sourced. See here. 

I really want to be able to say not to do the GA, but I can't. GA filing requirement is that if a GA part-year resident filing a federal return, you file a GA return. For the GA return, it is just informational, Letting them know you moved to GA, changed your license, voting, intend to stay in GA and that you work based in NY. No tax due, no refund, just information. You are just letting GA know how much of your NY income you earned while in GA. If 20% was earned in GA, them 20% of the NY tax paid goes along as a credit..

[SundayInSalem]

The part-year Georgia income tax return is not ‘informational’. Additional, you will file a GA return for 2022 if you continue to live in GA.

Georgia says: “If you are a legal resident of Georgia for only a portion of the tax year and are required to file a Federal income tax return, you are required to file a Georgia income tax return.”

See page 9: Georgia Department of Revenue 2021

Other state tax credit

In practice, you will not owe any tax if your only income is from your New York job because the tax rate for New York is generally higher the rate for Georgia. For example, if the NY tax on your income is 8% and the GA rate on the same income is 5%, GA will give you a credit of up to 5%, the total amount of your GA tax due.