Hello,

I have several questions regarding how taxes were taken out of my paycheck.

First some background:
A) I lived in NYC from July 14 - October 5 (Just short of 3 Months)
B) I lived Jersey City, NJ from October 5 - November 7 (1 Month)
C) I lived in Fishkill, NY from November 7 - November 21 (About 2 Weeks)

D) I worked in Jersey City, NJ from July 17 - November 07

E) I never informed my company of my move from NYC to Jersey City, so taxes were probably withheld as though I was in NYC the entire time.

Now my questions:
1) Is there any particular order that I must file my Tax returns (e.g. New Jersey before New York)?
2) From January 01 - July 14 I lived in Texas (>6 months), Does this mean that I qualify as a Texas resident?
3) If I qualify as a Texas resident, should I expect to receive money from both NY and NJ?
4) While Filing the NonResident of NY tax form it says that I owe them nearly the amount that I paid to NJ. Is this correct?

Thank you very much for your help!

You were indeed a TX resident from Jan 1- July 14, so the good news is you don't have to pay sate income taxes on your TX-based income during that time. But from the time you moved to NY, and later NJ, you were no longer a TX resident.

1. First complete NJ-1040NR for the period you worked in NJ and lived in NY.
2. Then NJ-1040 for the period you worked in NJ and lived in NJ.
3. Then NY's IT-203 as a part-year resident to cover the period you lived in NYC and Fishkill while working in NJ. In completing this you will take a credit for the taxes you paid to NJ while working in NJ and residing in NY.

I don't understand your question 4 - you should file in NY as a part-year resident, not a non-resident. You would file as a non-resident only if you earn money there while living in another state, and that doesn't seem to be the case.

You don't mention the period Nov 21 - Dec 31: where did you live and/or work then?

Quote:

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Originally Posted by ebaines

You don't mention the period Nov 21 - Dec 31: where did you live and/or work then?

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From Nov 21 - Dec 31 I lived and worked in Washington State (They do not have a state income tax, and I do not believe I need to report this for NY and NJ state returns. Is this right?)

Thank you very much for your help by the way, it really cleared things up!

Quote:

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Originally Posted by megaboss98

From Nov 21 - Dec 31 I lived and worked in Washington State (They do not have a state income tax, and I do not believe I need to report this for NY and NJ state returns. Is this right?)

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To be perfectly clear - you do in fact have to report your total income for the year to NY when you complete their IT-203, and also to NJ when you complete their NJ-1040. Reason is that they both want to see your total income for the year in order to determine what tax bracket you fall into. You determine your preliminary tax as if you lived in the state alll year, then you multiply that amount by a percentage representing the fraction of income that you had while actually living in the state.