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eeyore
Level 3
April 11, 2020
Solved

How to allocate non New Mexico salary when taxpayer is considered a resident for New mexico purposes

  • April 11, 2020
  • 1 reply
  • 14 views

Never had to do a New Mexico return, mostly Virginia returns, so could use some help!

The taxpayer lived in NM for 270 days, so he is considered a NM resident per the instructions, but his W-2 reflects NM wages and VA wages.  I can't seem to get the program to pull out the VA wages, or get the program to reflect an out-of-state-tax  credit, which I believe is the way NM handles things.

Can someone familiar with NM tax filings help me?

Thanks!

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Best answer by Accountant-Man

The instructions mean that he is a part year resident for part of the year; he is not a non resident.

PY NM, PY VA.

1 reply

Just-Lisa-Now-
Intuit Community Champion
April 11, 2020

so is he considered a part year/part year resident of each VA and NM?

you wouldnt get an out of state credit if youre part year in each state.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
eeyore
eeyoreAuthor
Level 3
April 11, 2020

From what I read in the NM instructions, he is considered a resident because he was in NM for more than 185 days, so he has to file the regular NM return.  As far as VA is concerned, he is a part-year resident.  The VA return is computing properly, but I'm guessing that I have to manually calculate the OSTC for New Mexico.

sjrcpa
Level 15
April 11, 2020

Did he move to NM? Or did he just work there for a while and return to his VA domicile?

The more I know the more I don’t know.