Submitting a tax return while being a resident of three states in one year

[taxachusetts90]

Hi all,

My partner and I are married filing jointly for 2024. We both lived in Massachusetts until July 1st. I was employed by a Massachusetts employer and him by a Montana employer. We then moved to New York for four months. My employer kept withholding taxes for Massachusetts state taxes (which I thought was correct). My partner's employer hasn't withheld any state tax all year. My partner paid some state taxes to New York on his own accord, but I did not. We then moved to Florida mid November, and I have not paid state taxes to Massachusetts since. We are now doing our taxes and are a little confused; we selected the part-time resident or nonresident state tax filing for Massachusetts, is that correct? We then aren't sure what to fill out for the Massachusetts income while resident and Massachusetts income while nonresident question.. Does my salary from the Massachusetts employer count as Mass income while I was living in NY and Florida? And can we get a tax credit from NY for the taxes we paid to Mass? Then, how do we go about calculating the amount for the NY tax credit?

Thanks so much for your help!

[MaryK4]

You will file Part Year for Massachusetts and Part-Year for New York.  You will report the income to the location where you worked- so you would report any wages after July to New York and after November to Florida (no income tax).  You will not have a credit on the New York return because you worked in New York.

You may also want to consult Legal and Residency Status in Massachusetts.