State Taxes withheld in error

[UCALDERIN]

Box 15 on my W2 has a different state.  I transferred from a company in NY to the same company in FL.  I now live and work for the same company in Florida. Withholding were deducted from NY in error. How do i ask for a refund when filing my state return.

[MaryK4 · Accepted solution]

You will have to file a nonresident (or Part Year Resident if you moved during 2022) New York tax return and allocate the income earned while you worked in New York.  NOTE: If you are a remote work, you will want to see Why is my employer not withholding state taxes while I work ...

[UCALDERIN]

Thank you for the response.  I moved to Florida in July 2021 and have been working in Florida since July 2021.  I am aware of filing a non-residence tax form for the 2022 tax year. But my issue is trying to get a refund from NY because the wages, I earned were all while I was a Florida resident for a Florida-based company.  I indicated under box 16 in my federal taxes that my NY State wages were "0" even though my W2 form has a numerical value to represent my wages for 2022.  When I tried filing the State Tax electronically, I got an error message stating that I should have a numeric value (wages) in box 16.  What should I do? Should I print the tax form and mail my state taxes?,  or is there something else I can do to file the form electronically to the state of NY? 

[RobertB4444]

Your employer has declared that you earned income from New York.  They have withheld taxes for it and sent them to New York on your behalf.

If you are working for a Florida based company and have lived in Florida for all of 2022 then this makes no sense.  You need to talk to your employer and get this situation fixed.

New York taxes remote workers working for New York sources.  If you are certain that you have no connection to New York at all then you need to paper file your return declaring that all of your income was not earned from New York sources.  TurboTax won't efile the return for you but you will have a chance to print it for mailing.  Attach a letter explaining the error along with a copy of the W2.

And by all means get your employer to fix your W2 for next year.

@UCALDERIN 

[UCALDERIN]

Thank you for the information and advice.  And yes, my employer has already fixed the issue. I will be mailing the tax forms to New York with a letter of explanation. Thanks again.