taxhelpneededay
Mar 29, 2009, 11:47 AM
My colleague is in the following situation:
They moved from NJ to FL in July 2008 when they purchased a home. They did not have any property or any residence whatsoever any longer in NJ at that point.
They began working for an employer in Florida in September 2008. My colleague left the company prior to actually seeing a pay statement and found out in February when the W-2 was sent that the employer took out NJ tax. Not sure how this happened as no form he filled out (including application and resume) had his former NJ address, however, they apparently still still kept his NJ address from an old resume they had of him from careerbuilder. When he got an offer in August, they sent the offer to his former NJ residence and he told them he doesn't live in NJ anymore and to fix the address and they said OK and resent it to the FL address.
So fast forward to February 2009 and his W2 shows income reported to NJ and state tax taken out. The employer says they can not do anything about it as it was already filed and they could not reimburse him. Since his W2 for this employer has NJ State income reported along with the state tax taken from his paycheck, what does he need to do to get fix this when he files 2008 taxes. What form does he need to fill out to adjust and take off this income in his State return as being earned as a resident of NJ and get the tax back?
He is using H&R Tax Cut to file his Federal and NJ Part Year Resident State Taxes
Timeline:
Jan 1 - Jun 30 2008 - Colleague was full time resident of NJ
Jul 1 - Present Colleague was full time resident of NJ
9/08 - Colleague started working at employer in FL (employer had old NJ address in payroll apparently and taxed colleague as if he lived in NJ still.)
They moved from NJ to FL in July 2008 when they purchased a home. They did not have any property or any residence whatsoever any longer in NJ at that point.
They began working for an employer in Florida in September 2008. My colleague left the company prior to actually seeing a pay statement and found out in February when the W-2 was sent that the employer took out NJ tax. Not sure how this happened as no form he filled out (including application and resume) had his former NJ address, however, they apparently still still kept his NJ address from an old resume they had of him from careerbuilder. When he got an offer in August, they sent the offer to his former NJ residence and he told them he doesn't live in NJ anymore and to fix the address and they said OK and resent it to the FL address.
So fast forward to February 2009 and his W2 shows income reported to NJ and state tax taken out. The employer says they can not do anything about it as it was already filed and they could not reimburse him. Since his W2 for this employer has NJ State income reported along with the state tax taken from his paycheck, what does he need to do to get fix this when he files 2008 taxes. What form does he need to fill out to adjust and take off this income in his State return as being earned as a resident of NJ and get the tax back?
He is using H&R Tax Cut to file his Federal and NJ Part Year Resident State Taxes
Timeline:
Jan 1 - Jun 30 2008 - Colleague was full time resident of NJ
Jul 1 - Present Colleague was full time resident of NJ
9/08 - Colleague started working at employer in FL (employer had old NJ address in payroll apparently and taxed colleague as if he lived in NJ still.)