W-2 shows incorrect state

[linmar]

Company that I retired & receive a pension from changed payroll companies during the year. For some reason, the company put NJ as my residence for 3 months & withheld NJ state tax. I haven’t lived there for 25 yrs. I thought we had it straightened out & my current state of FL has no state tax. I received W-2 this week which shows 3 mos pension as NJ income. Does thus mean I need to file a NJ return now? I don’t care about getting the state withholding back, it wasn’t that much.

[TomK2023]

Maybe.  If you are a nonresident and your income for the entire year was more than the filing threshold amount for your filing status, you must file a New Jersey nonresident tax return.

Single & MFS: $10,000

MFJ, HOH, Qualifying Widower: $20,000

Please see: New Jersey Treasury - Department of Taxation - Nonresidents

@linmar 

[Edited 1/19/24 | 3:22PM]

[SteamTrain]

1099-R right?

Pension distributions are rarely reported on a W-2.

[linmar]

No, this income is on a W-2…..it is income that was part of a supplemental pension program for highly compensated employees. It’s treated as current payroll. 

[SteamTrain]

Yep.....one of those fairly rare exceptions..