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New Member
posted Mar 31, 2023 4:35:44 PM

Does CA recipricate if taxes are paid to another state and if so, how to file on TT?

Moved from NJ to CA and did not have brokerage change my withholdings changed from NJ to CA. Will CA recipricate and do I need to file a NJ return?

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1 Replies
Expert Alumni
Mar 31, 2023 4:47:51 PM

If you moved permanently, you want to file a Part-Year return for California and New Jersey.  On a part-year return you only have to report the income  you earned while a resident or state source income as a nonresident- so there is no double tax income to claim a credit for.  Since your broker withheld for New Jersey, you will only report the income for the time you lived in New Jersey which should result in a bigger refund, but you will have to report that same income to California and will probably owe since your broker withheld for New Jersey.