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February 15, 2020
Question

Is New York State taxing me on money I earned out of state, while not living there? I lived in NY for Jan-March, then moved to VT in April.

  • February 15, 2020
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1 reply

February 15, 2020

It depends on how you input your information into the program.

 

Try the following steps to ensure you allocate your income based upon your residency and income earned in each state.

 

You should be filing 2 part-year resident returns.  

 In the "My Info" section of TurboTax, confirm that you have entered the correct state information:

  1. Click "Edit" to the right of your name
  2. Confirm your input under #2 "Tell us the state(s) you lived in"
  3. Confirm the rest of the state-specific questions here as well including the "previous state of residence" and "date you became a resident" of the state noted
  4. Do the same for your spouse if you are married filing jointly.
  5. Go back to the personal information section, and verify the mailing address and "Other state income" section.

Review your input on your W-2 Wages under the "Income & Expenses" section.

Confirm that you have entered the correct state for each W-2 in Boxes 14-15.

 

Next, prepare the state return for the state which you are no longer a resident of.

 

Then prepare the state return for the state where you lived at the end of the year.

 

Each state has a different set of questions you need to answer as you go through the interview section.  Be sure to answer each question carefully.  

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