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View Full Version : GA/NY/NJ - Which State Taxes To File


jdgti
Apr 12, 2009, 10:22 PM
Hi All,

I have seen a lot of questions about NY/NJ taxes but I think I have a slightly different question. Here's my situation:

1.) I moved from GA to NY in may of last year
2.) I worked in GA until I moved
3.) I have received a w-2 from my GA employer

4.) When I moved to NY, my employment (training) started in NY, but I have been permanently moved to NJ since then.
5.) I have received 2 w-2 tax forms from my current employer.

One of the w-2's only has this listed in the last box
"15 State" ---- "Wages" --------- "Locality Name"
NY---------------- x--------------- NYC RES

The other says
NJ ----------------x--------------- NYC RES
NY ----------------x---------------

It is my understanding that I need to file
1.) Federal
2.) GA State

What other forms do I need to make sure I file by the 15th?

If anyone can answer this tough question I will be very thankful. :-)

ebaines
Apr 13, 2009, 12:16 PM
You are a part-year resident of three states: GA, NY and also NJ. You also worked in GA and NY. Hence you must file in all three states, as follows:

1. As a part-year resident of GA, covering the period Jan - May.
2. As a part-year resident and also as a non-resident worker in NY - for the period May - whenever you moved from NY to NJ as resident and from then to the end of the year as a non-resident wage earner. It sounds from your post that you were actually a resident of NYC, so you will owe NY City resident income tax on the wagws you earned while living in NYC. All this is covered on NY's form IT-203.
3. As a part-year resident of NJ, for the period starting when you moved there to Dec 31. File NJ-1040, which will tax you as a NJ resident. In completing that form you take a credit for taxes paid to other jurisdictions while an NJ resident, which in your case means the taxes you pay NY as a non-resident worker. If these wages are your only source if income, chances are that you will not actually owe any additional taxes to NJ, but you must still file there.