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progan
Returning Member

Daughter graduated September 2018, while NJ resident got job in NY in October , then moved to NY(same job) for rest of 2018. How to file state forms?

 
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DanielV01
Expert Alumni

Daughter graduated September 2018, while NJ resident got job in NY in October , then moved to NY(same job) for rest of 2018. How to file state forms?

She files a part-year return for both NY and NJ.  All of the income is taxable in NY, some as a nonresident and some as a resident  She will need to answer all of the questions regarding her part-year status, and in the NY return there is a question that asks if she had both nonresident and resident income.  She will answer yes to this question.  Since some of her income is double-taxed (taxed in both NY and NJ at the same time), she should prepare the NY return first.  NJ will provide her with a credit for the tax she pays on the NY income while living in NJ.

She will then prepare the NJ return, and should make sure the program does not double-up her NJ income.  To do this, on the NJ return, you will see a screen titled About Your W-2 State Wage Information.  Because of state programming requirements, TurboTax includes both income lines as part of the NJ income.  The next screen is titled Let's Confirm Your Taxable State Wages from (Employer).  Click on the NY box so that those reported wages are not included on New Jersey's return.

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3 Replies
DanielV01
Expert Alumni

Daughter graduated September 2018, while NJ resident got job in NY in October , then moved to NY(same job) for rest of 2018. How to file state forms?

Did she only work in NY or did she work in NJ?  Did she move to NY to fulfill an internship or has she permanently moved?
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progan
Returning Member

Daughter graduated September 2018, while NJ resident got job in NY in October , then moved to NY(same job) for rest of 2018. How to file state forms?

No work in NJ.  She only worked in NY at same job . Not an internship. She moved in November to be closer to job.
DanielV01
Expert Alumni

Daughter graduated September 2018, while NJ resident got job in NY in October , then moved to NY(same job) for rest of 2018. How to file state forms?

She files a part-year return for both NY and NJ.  All of the income is taxable in NY, some as a nonresident and some as a resident  She will need to answer all of the questions regarding her part-year status, and in the NY return there is a question that asks if she had both nonresident and resident income.  She will answer yes to this question.  Since some of her income is double-taxed (taxed in both NY and NJ at the same time), she should prepare the NY return first.  NJ will provide her with a credit for the tax she pays on the NY income while living in NJ.

She will then prepare the NJ return, and should make sure the program does not double-up her NJ income.  To do this, on the NJ return, you will see a screen titled About Your W-2 State Wage Information.  Because of state programming requirements, TurboTax includes both income lines as part of the NJ income.  The next screen is titled Let's Confirm Your Taxable State Wages from (Employer).  Click on the NY box so that those reported wages are not included on New Jersey's return.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

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