Sold my house in NY in Aug 2022 and purchased new house in NJ in August 2022

[dwilde4891]

Hello, I sold my NY house in Aug 2022 and purchased a house in NJ in Aug 2022. I lived in NY from 1/1/22 to 8/12/22 and in NJ from 8/13/22 to 12/31/22. I have worked in NJ for the last 31 years. What state forms do I need to file for tax year 2022?

[rjs]

Basically you have to file part-year resident returns for both states. If you had any New York source income after you moved to New Jersey, the New York part-year resident return will cover both the resident and nonresident periods. If the sale of your New York house closed after 8/12/22 the income from the sale is New York source income while you were a nonresident.

For New Jersey you have to file two separate returns, a part-year nonresident return for the time that you lived in New York and worked in New Jersey, and a part-year resident return for the time that you lived in New Jersey.

TurboTax will guide you through this. Answer the questions about residency and income sources carefully, starting in the personal info section at the very beginning of the federal interview.

[dwilde4891]

Thank you for your reply. I will start my return over in Turbotax as it did not guide me that way. I will look to ensure that I am lead by Turbotax to fill out part-year resident forms for NY and NJ along with a part-year nonresident return for the time that I lived in New York and worked in New Jersey.

After I complete my Federal form, what would be the order of the state forms I need to complete?

Thanks again for you help!

[rjs]

You can do them in either order. TurboTax will figure it out. But the standard recommendation is to do New Jersey first, because you will get a credit on your New York return based on the tax that you pay to New Jersey for the time that you were a New York resident. TurboTax will do the two New Jersey returns in parallel, in one pass through the New Jersey interview.

[dwilde4891]

Thank you