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June 1, 2019
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Lived in NJ for 10 mo, moved to PA for 2 mo, still back to NJ weekend, worked in DE. Do I need to fill tax for PA? in W2, part salary was put in PA, no state income tax

  • June 1, 2019
  • 5 replies
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    Best answer by DanielV01

    If you can claim being a NJ resident for 2018 your filing will be simpler.  This is because NJ and PA are reciprocal states, so income earned in PA would be taxed only in NJ anyways.  The idea is you would be able to eliminate the PA return altogether if no PA tax was withheld.  You would file a DE nonresident return for the income earned in DE and a NJ resident return.  NJ (not PA) would tax the income earned in DE, but would give you a credit for the taxes paid to DE on that income (you prepare the DE return first so the credit transfers over).  

    Otherwise it is more complicated:  you would still file a DE nonresident return, and part-year returns to NJ (on exclusive NJ income), and a part-year return for PA (which would also be taxing the DE income), and you would claim a credit for the DE taxes on the PA part-year return).

    That's why, if you can justifiably say you did not move to PA (for tax purposes) until January 1, your 2018 state tax returns will be a little easier, because you will eliminate one of them.

    5 replies

    DanielV01
    Employee
    June 1, 2019
    Did you truly move to PA, or are you there temporarily?  That can make a difference.
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    June 1, 2019
    In PA temporarily for 2 months.  Formally moved to PA I 1/19.  But W2 showed part of salary in PA .  Can you advise Which way is best?
    June 1, 2019
    Can I put the part of salary in PA into NJ, so when I file NJ tax, will add the PA salary into NJ total tax?
    DanielV01
    Employee
    June 1, 2019
    If you haven't paid for it or registered your return, this link has the instruction:  <a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/replies/3301384">https://ttlc.intuit.com/replies/3301384</a>
    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
    DanielV01
    DanielV01Answer
    Employee
    June 1, 2019

    If you can claim being a NJ resident for 2018 your filing will be simpler.  This is because NJ and PA are reciprocal states, so income earned in PA would be taxed only in NJ anyways.  The idea is you would be able to eliminate the PA return altogether if no PA tax was withheld.  You would file a DE nonresident return for the income earned in DE and a NJ resident return.  NJ (not PA) would tax the income earned in DE, but would give you a credit for the taxes paid to DE on that income (you prepare the DE return first so the credit transfers over).  

    Otherwise it is more complicated:  you would still file a DE nonresident return, and part-year returns to NJ (on exclusive NJ income), and a part-year return for PA (which would also be taxing the DE income), and you would claim a credit for the DE taxes on the PA part-year return).

    That's why, if you can justifiably say you did not move to PA (for tax purposes) until January 1, your 2018 state tax returns will be a little easier, because you will eliminate one of them.

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
    June 1, 2019
    This is very helpful!  Thanks a lot!  Just last question: as long as W2 shows NO state income tax in PA, then that means No PA tax was withheld , right?