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Level 1
April 7, 2023
Question

New Jersey Part Year Resident Return

  • April 7, 2023
  • 2 replies
  • 19 views

I am a Indiana tax preparer and need to file a New Jersey return for a new client that moved to Indiana in 2022.  He sold his house and they withheld a nonresident tax and I am trying to figure out how to get this back.  Is there a New Jersey preparer that would be willing to help me with this? Do I need to file a NJ-1040 for the time he was in New Jersey and then also file a NJ-1040NR to get this back? 

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2 replies

sjrcpa
Level 15
April 7, 2023

Part year NJ return.

The more I know the more I don’t know.
Skylane
Intuit Community Champion
April 8, 2023

at the bottom of the fed info worksheet enter the residency dates for each state. Enter the NJ withholding from sale of property as as a NJ estimated payment. File part Year NJ return and PT year IA return allocating and apportioning income as appropriate. The PY returns will have allocation worksheets 

If at first you don’t succeed…..find a workaround