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TheSpaceGuy
Jun 29, 2015, 05:14 PM
Thank you so much for your help! I am so lost!

My situation: I am single, 1 job, and am responsible for my 2 younger brothers.


http://www.state.nj.us/treasury/taxation/pdf/current/njw4.pdf
First question: Do I need to fill out the NJ-W4?


http://www.tax.ny.gov/pdf/current_forms/wt/it2104_fill_in.pdf
Second question: What do I put down for allowances on lines 1,2? Do I file as head of household?


http://www.tax.ny.gov/pdf/current_forms/it/it2104_1_fill_in.pdf
Third question: I put down 100% for New York State and 0% for Yonkers?

AtlantaTaxExpert
Jun 29, 2015, 07:27 PM
If you work in NYC, you must pay NY STATE income taxes on the income earned while working in NYC, but you are EXEMPT from NYC income taxes because you live in New Jersey.

Fill out the NJ W-4 to have them withhold NO NJ state income taxes. The tax credit that NJ gives you for the NY state income taxes paid will offset ALL New Jersey state income tax liability. There is no reason to pay NJ state income taxes from your wages which are just going to be returned to you the following year.

Put ZERO % for both NY City and Yonkers.

File as Head of Household for NY state, claiming THREE allowances (one for yourself and one for each brother).

File the

TheSpaceGuy
Jun 30, 2015, 06:14 PM
Thank you so much, AtlantaTaxExpert! I can't express just how helpful your answer and expertise were.

So I would just put down 100% for NY STATE but 0% for City and Yonkers correct?

And your last words were "File the" Were you cut off and had something else to add? Thank you again!

AtlantaTaxExpert
Jun 30, 2015, 06:29 PM
I meant to say "File NY state at 2100% and Yonkers and NYC are 0%"

TheSpaceGuy
Jul 1, 2015, 06:30 PM
I meant to say "File NY state at 2100% and Yonkers and NYC are 0%"

Thank you again for clearing that up! Now would I put down the same info for my W-4 Federal? 3 allowances, single/head of household? Thanks again, AtlantaTaxExpert!

AtlantaTaxExpert
Jul 2, 2015, 07:02 PM
Yes, put the same on your W-4 for the IRS.

TheSpaceGuy
Jul 4, 2015, 10:16 AM
Thank you again, AtlantaTaxExpert!

AtlantaTaxExpert
Jul 4, 2015, 03:59 PM
Glad to help!