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Do I need to include bank statements as proof for allocating unearned income such as interest when mailing part-year state return (e.g. NJ-1040 and NJ 1040-NR)?

Forum|Forum|4 years ago
March 1, 2022
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I have lived in NJ and then moved to PA last year. I have multiple saving accounts that generates interest and that interest should be splitted for state tax return. When mailing my part-year state return for NJ (NJ-1040 and NJ 1040-NR), I will mail my W2 and 1099, but do I need to also include bank statements to show how interest is allocated between two states? It seems a lot to print out all 12 months of statements from different banks and I am not comfortable giving account information unless necessary.

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Best answer by ErnieS0

No. Keep your bank statements for your records. You will not have to produce your statements unless you are audited and New Jersey asks for proof.

No. Keep your bank statements for your records. You will not have to produce your statements unless you are audited and New Jersey asks for proof.

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shw079Author

Thanks for your answer! How about paystubs/statement for my job? Do I need to include them?

Employee

No. For the tax return, only tax forms are attached. If a state wants more information, they will request it.

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