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April 9, 2025
Question

State tax return spouse moved

  • April 9, 2025
  • 1 reply
  • 0 views

We are filing MFJ for federal.

in 2024

spouse 1 moved from nyc to pa 11/29/2024

spouse 2 lived and worked in nyc for whole year

i cannot figure out how to file the state

do we do mfj, mfs, are we part year residents of both if we file mfj? Or do I do spouse 1 as ny full year resident?

 

thank you!

    1 reply

    April 10, 2025

    You will have to file a joint resident return for New York.  You should also file a separate Part Year resident return for Pennsylvania.

     

    See How do I prepare a joint federal return and separate state and Determining Residency for PA Personal Income Tax Purposes. (When is a person considered a part-year resident?)