NYS part time resident for 2023

[Dabug-Taxes]

When I do our 2023 taxes, how/where do I request to use the "Part-time resident" form for NY State taxes? Will the taxes then be prorated as in 5 months / 12 months times what we'd owe for full year?

[ClarissaA]

When you start your 2023 return in TurboTax, you will have an opportunity to update your residency information in the "My Info" section of the program.  You will enter your resident state as of December 31, 2023.  The next question asks if you lived in another state in2023.  You will select "Yes" and then select the state you moved from from the drop down list.    You are then asked to fill in the date you became a resident of the state you were living in at the end of the year.  

If you have entered the residency information correctly, when you get to the "Other State Income" section, TurboTax will ask you if you earned money in any state other than the ones you listed in the earlier entries.  In your case this will include New York and the other state you lived in for 2023.  

The proceed to enter all your federal tax information as normal.  At the end of the federal return, when you get asked if you want to file state as well, make sure you prepare a state return for each state you lived in.  Each one of them will be a for a part year resident.  The state return interview questions will guide you through allocating your income to each state you lived in. 

[Gabriella_EA]

Hello Dabug-Taxes!

Thanks for joining us for the event today, and for your great questions!

When you fill out your 2023 tax return in TurboTax, it will ask you for your state of residence as of 12/31/23 and offer you the option to enter that you also lived in another state during 2023. Entering this information and the date of your move (it comes early on in the return) triggers the system to ask you about a part-year resident return.

When you get to filing your state taxes, the software will suggest a part-year resident return, and ask all the questions applicable to that situation. You may need to do a good bit of the allocations (how much income was earned in NYS versus your new state) as manual calculations, so keeping track of paystubs and other helpful income documents from around the time of your move will make this easier for you. This, of course, depends on whether you kept the same job when you moved or made a job change.