All right, so I have to fill out two state forms (a non resident for NY because I lived there for 3 months, and a part time resident for NJ since I currently live here). If I lived in NY for 3 months but did not make any income there during that time, what exactly do I have to fill out on the form? And since I live in NJ but do not make any income from NJ (I live in NJ but commute to NYC every day for work) what do I fill out? I know this sounds a bit weird I'm just a little thrown off with the whole part time /non resident forms. Also, do you know of a tax site (like Turbo Tax, but not) that files your state tax forms for free? Because I can't locate one, even on the IRS website, that does part time resident forms free of charge. Please let me know if you know of a site. I make less than $54,000 a yea if that helps. Thank you so much.

You are on the right track. You should complete a part-year resident and non-resident form for NY state - Form IT-203. It covers the period you lived in NY State plus the earnings you made working in NY while living in NJ. Then do the NJ resident tax form - you use form NJ-1040 - reporting all income earned while a resident of NJ. NJ gives you a credit for taxes paid to NY, so when you're done you will probably end up owing NJ nothing. But you still have to do the form!

I am not aware of any sites that allow you to file these forms for free. You can download the forms and fill them out for free, but you will have to mail them in - which will cost you $0.41 for a stamp for each.

What do I fill out on the non resident form for NY, since I didn't make any money anywhere while living in NY?

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Originally Posted by Pointeless579

What do I fill out on the non resident form for NY, since I didn't make any money anywhere while living in NY?

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Here's the NY State form and instructions - it covers BOTH your part-year resident status and non-resident status:

http://www.tax.state.ny.us/pdf/2007/...07_fill_in.pdf
http://www.tax.state.ny.us/pdf/2007/inc/it203i_2007.pdf

You list your income from all sources all year in the Federal column (should agree with your federal form 1040), and the sum of income you earned while (a) living in NY plus (b) working in NY while living in NJ in the NY State column.

If for those 3 months that you were in NY you actually lived in NY City, you have to show that in section (E) - that's because NYC has it own tax on residents only. If you lived elsewhere in NY State, ignore that.

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Originally Posted by ebaines

Here's the NY State form and instructions - it covers BOTH your part-year resident status and non-resident status:

http://www.tax.state.ny.us/pdf/2007/...07_fill_in.pdf
http://www.tax.state.ny.us/pdf/2007/inc/it203i_2007.pdf

You list your income from all sources all year in the Federal column (should agree with your federal form 1040), and the sum of income you earned while (a) living in NY plus (b) working in NY while living in NJ in the NY State column.

If for those 3 months that you were in NY you actually lived in NY City, you have to show that in section (E) - that's because NYC has it own tax on residents only. If you lived elsewhere in NY State, ignore that.

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I have a similar situation. I lived in NJ for part of the year but didn't have any income except $2015 from turning in treasury bonds. On the 1040 instructions though it says that is exempt income. Therefore my income is zero. Is there any reason to fill out that form? I did have income of about $35,000 in Washington DC after I left NJ.

Yes, you DO need to file the NJ return because it is possible that your Washington DC employer sent a copy for your W-2 to New Jersey and they will expect to see a tax return from you.