Don't worry if your mailing address on your W-2 form is wrong or has since changed; this won't affect your taxes. Just make sure you've entered your current mailing address in the Personal Info section of TurboTax.
If you expect to get another W-2 from the same employer next year, ask their payroll department to update your address so next year's W-2 doesn't get lost in the mail.
On the other hand, if your name, Social Security number, or any dollar amount(s) on your W-2 are wrong, ask your employer for a corrected W-2Does this also apply if you’ve changed your residence to a new state? For example, from MN to WA but your address on the W-2 is still MN (my parents address) while my new permanent address is WA?
Wondering if I need to change anything on my employers side of things or if it even matters that I tell them I’ve moved, given I work 100% remotely.
When you prepare your tax return you need to enter the address on it where you would like to receive mail from the IRS. Since you now live in a state with no state income tax you might want to consider that as well, because your employer will not have to withhold tax for WA.
I work in NJ and lived in NJ for only part of 2019. In April, I stayed working in NJ but moved into Manhattan. I forgot to change my resident address with my employer so my W-2 is only for NJ and no taxes were deducted from NY from April. Will this be a big issue when filing?
You will file your tax return using the address where you currently live. The IRS will use the address on your tax return if they need to contact you. The fact that your employer did not withhold NY tax is not an issue for filing. However, you may owe taxes to NY because no state tax was withheld.
I have a follow on question as I have a similar issue. For this case it makes sense that taxes would be owed to NY, but what about getting the taxes paid to NJ refunded?
Can you elaborate on your situation? Did you move to NY from NJ? Were you working in NJ?
If you moved during the year, you would complete a part-year resident return for each state. The income will be taxed by the state in which it was earned, but it will also be taxed by your resident state. If you worked in NJ but moved to NY, you will still have a tax liability to NJ, but any overpayment because of a change in residence will be refunded when you complete a part-year resident return.
Hi,
Thank you for helping us.
I have similar situation.
1) Jan-Sep DC, Oct-Dec Baltimore, MD
2) my W2 only shows Baltimore as my address but the witholding is for DC only..
3) I disclosed this change of state in my filings (i haven't posted yet) but I can't figure out how to split the income between the states.. I can for sure take the numbers from individual paychex for the last 3 months and subtract from the total amount, but I rather avoid complications, hence my search for a good advice
If you worked evenly throughout the year you can simply divide the total wages by 12 then multiply by 3 to get the MD wages, the balance will be DC. If you did not work the full year, then you can use the same formula with a reduced overall number of months. If the income was not received evenly you can use the pay stubs as you indicated, but only necessary if you received different pay at different times which is unusual.
The withholdings will be exactly as they show on the W-2 because that is where the state withholding was paid by your employer.
When you enter your W-2, be sure to put the correct state wages for each state and the applicable withholdings with DC as noted. This will carry the correct wages to your part year resident states. To be clear, since you actually moved, you do not have reason to use the reciprocal agreement rules, they can be disregarded.
The address on the W-2 is fine because your employer updated your address. You may want to check with the payroll department so that they begin to withhold MD tax instead of DC for 2021. It's not too late for them to make the change before making any payments or making adjustments for the next payment.
I just had a call with a TurboTax Tax specialist and they told me since my workplace was still in DC all year I should just file DC return.. I had a brief moment of relief then saw your message. What am I supposed to do now?
@murad If you worked in DC all year and paid DC taxes on your W-2 (but did not live in DC), file a Non-Resident State Return to get your taxes refunded.
If you lived part of the year in DC, then moved to another state, but your employer was in DC all year, file a Part-Year Resident DC return to allocate your income between the states you lived in.
Click this link for info on Multiple State Returns.
First, I have already updated my personal info to my new/current married name and new/current address. When it comes to adding W-2 form info though, When adding a W-2 to my turbotax it asks me to input the employee name (me) and address from box "e." However, the info in box e is different from my correct address and correct name (listed in "my info"). For adding the w-2 part of filing taxes, do I just add what is on the actual W-2 (old name and old address) or do I input my new info? I no longer work for that employee and so this is the last year I will file for them, so would I still need a "corrected" one or can I just use this w-2?
People move all the time. Don't worry about the address that is on your W-2. Use the address where you want to receive mail from the IRS now. Just enter everything else from the W-2 as it appears.
Use the address on the W-2 so it matches - it does not have to be correct. As long as your address is correct in the Personal Info section, you are good! For your name, use whatever name Social Security has on file for you. If you use a different name, the return may be rejected. You do not need a corrected W-2. Enter it exactly as you see it; it will be fine. @rebekahboaz
Can I give you my new address so my W2s can come to my new address?
@FansbeGood- Your employer issues the W-2 to you. Give your new address to your employer. TurboTax does not get your W-2 for you.
@blackboi This is a public web site that can be seen by anyone—including scammers and would-be identity thieves who would love to contact you and pretend to be from TurboTax. Please remove the personal information you posted here ASAP by returning to your post and clicking the three little blue dots on the upper right to edit your post.
When you prepare your tax return you will need to enter your current address in My Info so that the IRS has the correct address to use in case they have to mail anything to you. Employers have until the end of January to issue your W-2's so make sure your employers have the correct address for you too. But people move all the time, so it is not a big deal if the address on your W-2 does not match your current mailing address.
I am in the same state TX but I did move to a different address, but my W2 shows previous address when filing using turbo tax it pulls the information from the W2 so do I need to add the current address or just leave it as it is on the W2 .? Thanks in advance
@champ121 Leave your W-2 alone. When you prepare your tax return make sure you are using the current mailing address in My Info so that the IRS has your address if they mail you a letter or a check. (Make sure you give the new address to your employer for any future documents from that employer).
I have a similar issue:
I resided in NJ for only 2 weeks and then moved to Manhattan. But i requested change in address only few days ago with my employer. So my W2 is issued to the NJ address for over 3.5 months while I have been residing in Manhattan. Do I need to pay both NJ and NY Tax? Thanks.
Enter the W-2 as it was reported.
When you do your state returns, be sure to allocate the proper amount of income to the proper state.
Do your New Jersey Part-year resident return first and allocate the 2 weeks of income earned while living there.
Next do your Part-year resident New York return and allocate the income earned when living in New York.
You should be taxed on 2 weeks of income and get a refund from New Jersey for the extra tax withheld.
You should be taxed on the remaining income on your New York return and will likely owe.
Thank you. A follow to that. My employer is based in NY. So the employer has only been paying NY tax. Just to clarify do I pay 3.5 months of NJ state tax and then seek for refund? My understanding is that i start paying NY tax as soon my lease started post my 2 week stay in NJ. Thanks.
Just to clarify, why would you pay 3.5 months of N.J. state taxes in the 1st place? Did or didn't your employer withhold any taxes in NJ for that pay period in the first place? From what you are telling me now, it seems like he didn't withhold any NJ tax so where does the 3.5 months come into play?
Once again, you will be paying two weeks worth of tax for the amount of time spent in NJ as a part time resident and the remaining time spent in NY as a part time resident. Any additional withholding tax that your employer took from you as a NY resident which in your case would be two weeks will come back to you as an additional refund or a reduction in your total tax liability for NY.
Whatever the calculation is for the state of NJ, namely the two weeks that you resided there, is what it is. If there indeed was 3.5 months worth of NJ withholding tax, then once again come back to you as an additional refund or as a reduction in your total tax liability for NJ.