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ashbrk
Apr 24, 2007, 09:49 AM
Hi,
I work in NJ and live in NY. My preparer filled out a NJ non-resident return for me, and a NY return. Out of the hundreds of NJ state taxes I paid, my credit only came out to 72 bucks. I have a feeling he filled them out wrong (I now realized I made a mistake using my parent's accountant, who lives in MD, and isn't familiar with the laws here). I've been told by several people in my situation that I should have gotten almost a full credit back for the taxes I paid to NJ. Is this true, or do I have to pay NY and NJ? If so, what forms should I fill out to file an amendment.
Thanks!

AtlantaTaxExpert
Apr 24, 2007, 10:08 AM
While I doubt that you would get a FULL dollar-for-dollar credit for the NJ taxes paid, I agree that you should probably gotten MORE than $72.

You would have to file an amended NJ return, probably Form NJ-1040X?

ebaines
Apr 25, 2007, 06:24 AM
The amount of your refund will depends on a lot of factors - how much you earn in NJ, the amount withheld by your employer (which is affected by the number of exemptions your submitted on your W-4), etc. I suggest you review the forms your accountant submitted and see if you can find an error. Perhaps he included all your income on the NJ Non-resident form, not just your wages earned in NJ?

AtlantaTaxExpert
Apr 25, 2007, 08:55 AM
Ebaines has a good point. A review of the tax return with your accountant may reveal the error you believe exists. If not, it will show you WHY you got only a $72 credit.