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-   -   Live in NY, work in NY AND NJ (https://www.askmehelpdesk.com/showthread.php?t=76405)

  • Mar 27, 2007, 08:04 AM
    electrlte
    Live in NY, work in NY AND NJ
    I lived in NYC all of 2006.

    From Jan - Aug, I worked in NY. From Sept - Dec, I worked in NJ.

    Is there some way to allocate tax? The freefile sites are calculating that I owe NY around $1000 which seems impossible.
  • Apr 2, 2007, 10:53 AM
    AtlantaTaxExpert
    You must pay taxes to NY and NYC for ALL income earned, since you are a resident of NYC and NY state.

    You pay taxes to NJ only on the income earned in NJ.

    Email me if you need professional help.
  • Mar 10, 2011, 01:13 PM
    UPSJOHN
    I work in NJ and live in NJ, but I lived in New York for 2 months while still working in NJ. My NY w2 show the income for the whole year and owe NY money. Is there something wrong with my w2? Or did my accountand mess up? How can I fix this problem without owing NY $2,000 for a 2 month stay. Thanks
  • Mar 10, 2011, 01:38 PM
    AtlantaTaxExpert
    You will NOT have to pay NY state income tax on your entire year's salary.

    File Form IT-203 as a part-year resident of NY state and pro-rate your income to the two-months when you lived in NY state. You are REQUIRED to efile this return, so expect a notice from NY state requesting PROOF that you lived in NY state for only two months.

    A copy of your apartment lease or closing statement on your house (if you purchased a house) should be sufficient proof.
  • Mar 10, 2011, 02:05 PM
    UPSJOHN
    Thanks for you answer, but I already did that. My accountant filed the it-203 form and I owe ny close to $1,500 not 2,000 and I cannot understand why? Where is the mistake ? My accountant told me he went based on the w2 .
  • Mar 11, 2011, 10:25 AM
    AtlantaTaxExpert
    Your accountant told you the problem when he said "he went by the W-2".

    The W-2 incorrectly shows you living in NY state the entire year. Go back and enlighten him about the facts and tell him to allocate the income based on your actual dates of living in NY state.

    If he cannot do it, you need to find yourself another accountant.
  • Mar 12, 2011, 08:11 AM
    UPSJOHN
    Thanks a lot for your help, I totally agree with you and I will find another accountant .



    John,
  • Mar 12, 2011, 11:15 PM
    AtlantaTaxExpert
    Glad to help!

    If you want my professional help, email me at [email protected].

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