Which year do I put down for my NYS inflation refund check? The 1099-G says tax year 2025 in box 1, but obviously that's not an option for my 2025 tax return. The payment was based on my 2023 tax filing status and income, would I say it's a refund from 2023 then?
The FreeTaxUSA system only provides New York City or Yonkers as the locality but my W2 lists only NY. Even when I upload the document it auto populates as New York City. I do not live in New York City or Yonkers and it causes a conflict with the NYS return.
Filing MFJ federal but we had a move mid-year out of NYC to MA but at different dates. Spouse1 has 2 W2's: - NY source income from Jan to April while a NY resident (NY resident Jan1 to April 19) - MA income April 22 to Dec 31 (MA resident April 20 to Dec 31) Spouse2 has 1 W2 (non-NY source). Residency as follows: - NY…
I was a full year Massachusetts resident, spouse was a NY resident for a couple months at the beginning of the year. She received <$2k in that time before becoming a Massachusetts resident and earning her primary income in Massachusetts. We're filing a joint federal and a joint Massachusetts return, how should we approach…
I live in PA but work in NY. I've completed the steps to fill out the necessary Schedule G-L form to claim my resident credit, and FreeTaxUSA is displaying that the credit will be applied to my PA returns. I've also done my NY returns with FreeTaxUSA. However, I know that in order to receive the credit, I need to submit my…
Hi everyone, I'm a full-time student and a New York resident. In summer 2024, I completed a paid internship in California (June to August). This internship was my only source of income in 2024 – I had no income in NY. Here’s the tricky part: My employer issued two separate W-2s for this one internship: W-2 (NY): Includes…
Hello, we are a recently married couple. I live in Texas and she is a resident of New York, while also working there. However, after we got married, she stopped working and moved in with me in Texas. Can we still file married jointly? I notice that New York residents require a state tax to file. How will this affect our…
I live in NYC and am entering my W2. The site asks, "If any State Disability Insurance (SDI) was withheld from your wages and is shown in Box 19 of this W-2, enter the amount:" Box 19 has an amount and is labeled "Local income tax." How do I know if the local income tax includes SDI? Do I enter the full local income tax…
Hi, I have Restricted Stock Unit (RSU) awards that vest within a 4 year window. Some of these were awarded when I resided in New York. I've currently relocated to California. However, I still need to file New York Income State taxes for the RSU awards granted in NY but are vesting while I'm in California. I believe the…
My husband lives abroad. We went through a divorce starting Dec 2022. It was tentatively grated last month( my husband can appeal due to local laws). Since Dec 2022 we have not lived together shared finances …etc. I have also had a restraining order issued against him since Dec 2022 (almost 15 months now). I am preparing…
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