My son is a New York City resident who works for the Postal Service in a NJ branch. USPS deducts Federal, but no State or local taxes.

He has electronically filed Federal Form 1040 and received a small refund.
Gross Income: $35,000 Filing Status is Single

He also electronically filed the NYS IT-201 and (surprise) owes NY state and local city taxes. He expected this and is prepared to send a check by April 15.

My questions:
Does he need to file a NJ non-resident form? What form would this be?
Would he pay NJ tax, as well as NY state and local?
Can he receive credit with NJ for taxes paid to NY? If so, how? (Is this what you mean when you say that NY gives a credit for payment of NJ taxes by NY residents?)
Will his IT-201 need to be adjusted and re-filed?

I've seen on other threads that both states would want each other's filings. Being that he has already filed NY state electronically, can he still submit to New York a copy of his non-resident NJ form?

Thank you for any information you can provide to enlighten us both. He used an online tax website (for free), and this issue never came up - I DO NOT trust online websites for tax preparation!

Rbrighin:

He needs to file a NJ non-resident tax return (Form NJ-1040NR). New Jersey will not give any credits for taxes paid in New York. Attaching a copy of the NY return is not required, but it could not hurt.

Assuming he did not claim the NJ taxes paid on Form IT-112-R, he will need to amend his NY state return using Form IT-201X. By claiming the taxes he paid to NJ, his taxes owed status may change to a refund. You will have to provide a copy of the NJ non-resident tax return (Form NJ-1040NR).

All this needs to be done with paper. Tax websites do not do multi-state returns well at all.