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How do I file if I live in New Jersey and work in New York?
Contributed by KeriC, FreeTaxUSA Agent, Tax Pro https://us.v-cdn.net/6037879/uploads/T3Z31TTFANLX/adobestock-46851395.jpeg Basics: New York taxes all wages earned from NY sources. For a comprehensive list of nonresident income NY taxes, see this article, Do I need to file a New York nonresident return? If you have NY…
Do I need to file a New York nonresident return?
Contributed by KeriC, FreeTaxUSA Agent, Tax Pro If you’re a nonresident of New York state, you must file a tax return if you meet any of the following conditions: 1) You have New York sourced income from one of the following: 2) You want to claim a refund of taxes paid to New York (NY State, NYC, or Yonkers income taxes)…
What should I do if I live and work in states with a reciprocal agreement and state income tax is incorrectly withheld by my work state?
Contributed by KeriC, FreeTaxUSA Agent, Tax Pro Most states with reciprocal tax agreements require nonresident workers to submit an exemption form. This form tells your employer not to withhold taxes for the work state, since you’ll pay taxes only to your home (resident) state. If your employer withheld taxes for the state…
How do I avoid double taxation in Arizona, California, Oregon, and Virginia when I live and work in separate states?
Contributed by JanaA, FreeTaxUSA Agent, Tax Pro When you live in one state and work in another, this can affect how you file your state taxes. Most commonly, states handle this situation in one of two ways: 1. Reciprocal Agreement-Some states have reciprocal agreements that allow residents to work in neighboring states…
What is tax reciprocity, and does it apply to me?
Contributed by KeriC, FreeTaxUSA Agent, Tax Pro Do you live in one state and work in another? If so, do the two states have a reciprocal tax agreement? Not all states have reciprocal agreements, so it's important to know if your state has one — and if it applies to the state where you work. You can find the list of states…
Is retirement income tax exempt in Alabama?
Contributed by: AndyS, FreeTaxUSA Agent, Tax Pro Sometimes there’s confusion about retirement income and if it’s taxable on your Alabama state tax return - especially since most retirement income is taxable on your federal tax return. The type of retirement income you have will determine if it's tax exempt or not. How will…
What is the Oregon surplus "kicker"?
Contributed by: TriciaD, FreeTaxUSA Agent, Tax Pro The Oregon tax system is unique because, unlike most states, it doesn’t impose sales tax but uses a progressive income tax system. Oregon enacted a law for the management of government spending. The law is known as the "2% surplus kicker" (or "kicker") and was intended to…
What states allow a deduction for unreimbursed employee expenses?
Contributed by KeriC, TaxPro Agent, FreeTaxUSA In 2017, Congress passed the Tax Cuts and Jobs Act (TCJA) that eliminated many miscellaneous itemized deductions, including unreimbursed employee expenses for most employees. The following types of employees can still deduct unreimbursed employee expenses on their federal…
What does Pennsylvania allow for the deduction for of unreimbursed employee expenses?
Contributed by KeriC, TaxPro Agent, FreeTaxUSA Unlike the federal income tax return, an unreimbursed employee business expense qualifies for Pennsylvania purposes regardless of profession. Here is an abbreviated list of expenses that generally qualify as unreimbursed employee expenses. See IRS Publication 529 for detailed…
What does New York allow for the deduction for unreimbursed employee expenses?
Contributed by KeriC, TaxPro Agent, FreeTaxUSA You may itemize your deductions on your New York return even if you use the Standard Deduction on your federal return. Unlike the federal income tax return, an unreimbursed business expense can be from any profession for New York purposes. The software will generate the…