Level 7

Question

MFJ/MFS NJ/PA

Forum|Forum|1 year ago
July 25, 2024
2 replies
22 views

Couple filed MFJ fed

He lived in PA Jan and Feb

NJ March - Dec

She lived in PA year round

filed full year resident PA and full year resident NJ

Received PA notice they owe $2,000 and their income is missing $50,000, but the $50,000 was put in the NJ return.

Do I have to file them MFS fed and both states? Can they stay MFJ fed and only do MFS states? with part year resident him PA/NJ and full year her only PA?

ProSeries Professional

This topic has been closed for replies.

sjrcpa

Level 15

Is the $50K W-2 wages?

What state(s) does the W-2 have for state wages?

Do NJ and PA have a reciprocal agreement?

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

MGC94Author

Level 7

@sjrcpa

On his W2

PA $6,486.00

NJ $46,682.25

NJ and PA have a reciprocal agreement for local wages not state

BobKamman

Level 15

filed full year resident PA and full year resident NJ

Full year, MFJ? Why would you do that?

MGC94Author

Level 7

@BobKamman

I did not do that. The taxpayer self-filed last year and did that.

What is the best way to amend this?

Do I have to file them MFS fed and both states? Can they stay MFJ fed and only do MFS states? with part year resident him PA/NJ and full year her only PA?

BobKamman

Level 15

Most states have the option of filing an MFJ, part-year return. You'd have to read the instructions for those forms.

Do the taxpayers really have separate households in two states? Or is the NJ employee commuting to that job?

Sign up

Login with SSO

Let's get you signed in

Login with SSO