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Part year resident

My situation is: 

 

I work in New York and lived in New York  until 2/25/2019. 

I purchase a home in Pennsylvania  and  moved into my  home on 2/26/2019. 

I commute daily from PA to New York for work .  I return home every day. 

how do i file my returns?  

 

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1 Reply

Part year resident

In the My Info section (if using the Online software....it is in Personal Info if using Desktop software)  you indicate that you were a resident of PA on 31 Dec 2019, and that you moved from NY on 02/26/2019.    That will trigger the part year tax returns for those two states.

 

1) Fill out every scrap of all income form all sources in the Federal section first...every scrap needs to be in there.  Then all Federal Deductions ^ credits...everything..and Federal error checked.

 

2) Then do the NY part-year tax return, then the PA part-year tax return.  During the part-year tax returns, you will be required to indicate what sub-part of your total Federal income was e earned while living in each state.   Everything (wages, interest dividends, cap gains, etc)  distributed before 26 Feb to NY, and everything After 25 Feb to PA (wages, interest dividends, cap gains, etc.)  As a detail, you need to indicate ALL the NY "wages" to NY as both a part-year resident to 26 Feb, and as a non-resident after 25 Feb....but but not other types of income to NY after 25 Feb  .   While NY taxes all the job wages for that NY job, PA would give you a credit for the taxes you had to pay to NY for JUST the portion of the taxes you paid NY for the jab wages that NY taxed from 26 Feb to the end of the year.

 

Plan on spending several weeks doing this after all your Federal tax section is fully filled out.   It is not straightforward, and you may need to print out the state forms several times over a few weeks, and readjust when you see you allocated some income improperly to the wrong state.

 

 

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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