I live in one state and work in another state. How do I report the credit for taxes paid to another state?
Hi, I live in NJ, but work in NY. I am filing out my NJ tax return form and I am trying to understand how to determine the amount taxed by both NY and NJ for credit. From my NY return, I have the following: NY Non-resident AGI is $28,700 NY taxable income is $32,200 (which is higher than my W2 NY income, which is confusing…
Hi. On form 1099-R, Box 15, it asks for "State/Payer's state no." What State should go there? The "Payer" is TIAA, which is located in NC. My job was in NY. (I will file as a non-resident.) My residence is in FL. The 1099R was completed by TIAA and they put "FL" in Box 15. Is that a mistake? BTW: Box 16 "State…
Hello, I live in PA but work in NJ. Do I need to report my income on my PA state return? When I do not, I get a notification at the end that I should be reporting all income I made while living in PA. But when I do report it, it is taxed in both PA and NJ, and the button to report income taxed in two states is grayed out.
My spouse and I are considering filing separately. I live in Minnesota and my spouse lives in Wisconsin. We both work in Minnesota. Given that Wisconsin is a community property state, how do we correctly file state taxes? 1. Do I claim my income on the Minnesota state return and my spouse claims our combined incomes on the…
I have a complicated tax situation I was hoping I could get advice on. I filed my 2023 taxes saying I live in New Jersey. I submitted a federal tax return as well as state returns for New Jersey and New York (because I worked in New York). I made two mistakes in this return. First, I stated I lived in New Jersey, but I…
I filed my taxes last month and both my state and federal returns were accepted by the IRS. Today I stumbled upon a 1099-R form that I forgot to file. Here's where it gets complicated… I only filed an Alabama state return because the only jobs I worked in 2023 were in that state. However, I drained my retirement account in…
Hi, I worked in CA from Jan to Sep 2023, moved to CT in Sep mid and working in CT from Oct 23. My spouse went outside U.S till June and started working in CT from July 2023. Can we file federal as Married Filing Jointly How to proceed with state filings as I will be part resident for CT and CA ? and spouse will be resident…
I moved to California mid January in 2023 from Georgia and have lived in California for the rest of 2023. While in Georgia, just prior to moving, I sold several mutual funds and had capital losses. I entered in all of my mutual funds sold for the 1099-B on my Federal return, but now I'm doing my partial residency state…
I moved to NJ in March but I maintain work in NY at my same employer and commute from NJ now. So I was in NY for 58 of 365 days in 2023. I did the math which comes out to about 16% of the year in NY and file my income 16% as a NY resident and 84% NJ? I mean that's what I did when I filed…my employer did/does NOT take out…
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