NJ resident worked in NY, MFS multi-state

Forum|Forum|2 years ago
March 11, 2024
1 reply
7 views

Hi Professionals,

A potential client (married) lived in NJ for half a year while working in NY. His W-2 box-16 has both NY and NJ wages. (Box-16 NY equals to Box-16 NJ equals to Box-1 federal wages.) He then moved to MA for a new job the rest of year. His wife lived and worked in VA all year long.

[Question-1] How to properly report NY and NJ state income? As W-2 showed, each state will show total wages as federal. If NJ can claim NY nonresident tax credit, where in ProConnect to enter it?

[Question-2] In this case, are the following way to file correct?

(1) Federal MFJ

(2) VA MFS (wife) resident

(3) NY MFS (husband) nonresident

(4) NJ MFS (husband) part-year resident

(5) MA MFS (husband) part-year resident

[Question-3] If above filing is correct, will ProConnect deduct 3 credit for e-filing?

Thanks in advance for your professional help in the busy season!

This topic has been closed for replies.

George4Tacks

Level 15

Here are some articles to get you started with the how to.

[1] https://accountants.intuit.com/support/en-us/help-search?document_type=Articles&filter=ProConnect%20Tax%20Online&filter=location&q=multi%20state

Done correctly the credits should be generated automatically.

[2]Be clear about residency. Is there a permanent home in which they would "normally" live together. That should likely be the resident state. Otherwise your scenario looks reasonable, assuming each state allows that.

[3] Yes, three credits will be charged. What about MFJ VA with a bunch of part year resdiences?

Definitely a time eater and very much NOT my favorite client. They are likely talking to you because the previous preparer charged too much. Let they know you will charge more and hopefully they go away (unless you are enjoying this intrusion into your valuable time.)

Answers are easy. Questions are hard!

A

AyhnAuthor

Level 3

Thank you so much for detailed reply!

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