Hello,
I've been having some issues with this.
In 2008 I lived in Jersey for 7 months, lived in PA for the other 5 months and have ALWAYS worked in Jersey.

What forms should I file?

I filed PA already and NJ Resident for those 7 months.

Do I have to do a NJNR for the other 5 months?

For NJ you have to file both NJ-1040 (covering the 7 months when you were a resident of NJ) and NJ-1040NR (covering the other 5 months when you worked in NJ but lived in PA). Then complete the PA 40 as a part-year resident, covering your income for the 5 months you were a resident of PA, and include Schedule G to document the taxes you paid to NJ while living in PA - this way you avoid being taxed twice on your income.

I have to do a NJNR even if NO tax was withheld during the 5 months I lived in PA?

Quote:

---

Originally Posted by skyus1

I have to do a NJNR even if NO tax was witheld during the 5 months I lived in PA?

---

Yes, because you owe NJ tax on your wages earnd in NJ.

But wouldn't that be covered when I filled out the PA tax?

Quote:

---

Originally Posted by skyus1

But wouldn't that be covered when I filled out the PA tax?

---

NO! NJ wants to be paid tax on the earnings you made in NJ. You will find that the bulk of all your state tax payments will go to NJ, with perhaps a small amount (if any) to PA.

By the way - if you are currently having only PA tax withheld from your pay check you should get that changd ASAP - otherwise you will end up owing a big tax payment to NJ for 2009, and possibly additional interest charges for underpayment to NJ during the year.

Thank you, it's just that I am very confused with all these taxes.
I already filled out NJ Resident tax annd they are actually giving me money back and I paid a small amount of tax to PA. Now I do not know what to do next because when filing in the NJNR it says that I owe too much and that doesn't sound right. I am not sure what forms to use. But thank you!
I currenlty only have PA state taxes withheld but they also take out NJ-WK and NJ-SU.

Moving forward - like for 2009, do I have to complete a NJNR as well for the entire year?

Quote:

---

Originally Posted by skyus1

Moving forward - like for 2009, do I have to complete a NJNR as well for the entire year?

---

Yes. For 2009 you will file NJ-1040NR and then PA 40, including schedule G.