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Level 2
posted Apr 1, 2021 8:47:06 PM

Should I file the NJ state tax return?

I moved from NJ to NV in April 2019. I forgot to notify the Pension company to change the address until the beginning of 2020. As a result, I now received two 1099-R, one for NV, and one for NJ.

NV has no state tax, no state tax return to file.

NJ has state tax, but I am not Part-Year Residents. It was just that the pension company changed address late. Should I file the NJ state tax return?

0 5 770
5 Replies
Level 15
Apr 2, 2021 5:35:49 AM

Were any NJ state taxes withheld?  File a NJ nonresident 2020 return so that they will be returned. You did file a 2019 part year resident one in NJ, right?

Level 2
Apr 2, 2021 6:47:04 PM

For 2019, I did the regular state tax return, not part year resident. 

Level 2
Apr 2, 2021 6:49:02 PM

BTW, I did not withheld NJ state taxes for 2020.

Expert Alumni
Apr 2, 2021 8:05:55 PM

Check the NJ 1099-R.  If NJ tax was withheld, you would want to file a NJ return to have the tax refunded.  Otherwise you have no need to file in NJ, because they won't tax your income anyways.  In a worst-case scenario where they ask for a return, you can provide proof of your 2020 full-year Nevada residency, and that should satisfy them.  

Level 2
Apr 6, 2021 6:27:14 AM

THANK YOU!