Question

RSU related W2 from a former employer from 2 years ago

Forum|Forum|2 years ago
April 10, 2024
1 reply
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Received a W2 (from vested RSU) from 2020 (this is 2023 tax year). I have moved to new state but that income still shows tax withheld in that state. Do I need to file that states tax to claim refund? Overall tax rate looks really high

KrisD15

What year W-2?

Is this a 2023 W-2 ?

If yes, you will need to file a non-resident state return, and claim that as income earned in the non-resident state.

You may get some of the tax refunded.

Do the non-resident state return first since you most probably will need to claim this income on your resident state return as well. In this case, you most likely will receive a credit on your resident return for the tax you pay on the non-resident return.

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