Spouse moved from CA to NY, question about claiming taxes paid to CA on NY tax return?
Hello,
I would appreciate some advice on my situation.
Filing Status: Married filing jointly
Husband earned ~80K, full-time resident of NYC, spent 19 days in CA throughout 2024 visiting family.
Spouse earned ~97K (Company is based in CA), lived 70 days in CA until 3/2024 then moved to NYC for the remainder of the year. Total joint income ~180K.
Spouse’s employer did not change her tax withholding to NYC therefore her taxes withheld for all of year 2024 income were to CA.
Now we are filing CA state taxes as part-year resident and owe around ~4600 in taxes. Total CA taxes withheld were 5600 so we are due 1K refund from CA.
However, for NY state and NYC taxes we are filing as full-time resident since > 183 days were spent in NYC and our permanent residence is there now. Since none of spouse’s income was withheld for NY, we owe around 8K. My question is if it’s acceptable to claim on the NY state return credit for the 4600 in taxes owed to CA therefore lowering the NY state and city taxes owed to 3600?
I assume that also claiming credit for taxes owed to NY on the CA state taxes would not be allowed since we are claiming it for NY and you can’t claim for both if I am correct?
Thanks
Answers
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From what I read on FreeTaxUSA's answers here:https://www.freetaxusa.com/answers?faq=2412
It looks like your assumption is right? You can only claim the credit for the state you lived in.
There's also more about reciprocal agreements between states here:
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