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View Full Version : Question about moving/taxes (resident/non-resident/part-resident status)


maltexx
Jan 10, 2011, 11:30 AM
Hi,

I recently moved from DC to New York for work, but between leases I moved back home with my parents for a month in NJ. I'm a little confused what forms I need to fill out. My situation was:

Lived/Worked in DC from Jan - Mid-Nov (Should require the DC Resident Return)
Lived in NJ/Worked in NY Mid-Nov - Mid-Dec
Lived in NY/Worked in NY Mid-Dec - End Dec (Would require the NY Resident Return)

I'm confused about what to make of the middle segment (obviously its not very much income consider it's a month) but it seems like that would be a NJ Resident & NY Non-Resident form?

Am I on the right track or have I just confused myself? Any help is appreciated.

Thanks

MukatA
Jan 10, 2011, 11:35 AM
Any income earned while present in a state must be reported to that state.
In the state where you live or your resident state, you must report your worldwide income during the period. This state is your tax home.

In the state that is not your tax home, report income you earned while in that state.
In the state that is your tax home, report your worldwide income for full year. Also in this state claim credit for the taxes paid to the other state. Your U.S. Tax Return: Working or Living in Two or More states (http://taxipay.blogspot.com/2008/06/working-in-two-or-more-states.html)

AtlantaTaxExpert
Jan 10, 2011, 11:52 AM
Okay, ALL of the income has to be reported on your federal return. Report the moving expenses from DC to NY on Form 3903 to deduct those expenses; for purposes of the move, completely disregard New Jersey.

The DC income has to be reported on the DC return.

Techincally, you should file NJ and NY returns. However, the amount of income for the times (four weeks for NJ and two weeks for NY) will probably EXEMPT you from filing NJ and NY returns because the amount earned is so low. If NJ and NY state taxes were withheld, you probably would want to file those returns to get that withheld money back.