Moved From New Jersey to Pennsylvania In September

Forum|Forum|2 years ago
March 14, 2024
1 reply
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I moved from New Jersey to Pennsylvania at the end of August. I notified the HR department of my employer but HR never notified the payroll department about the change of address. I got my 2023 W2 and it shows 12 months of NJ State tax withheld, not 8 months of New Jersey and 4 months of Pennsylvania. My employer is telling me that I need to file a part year return for NJ State and get a refund for the tax withheld from September to December. Conversely, I need to file a PA State tax return to report the wages and tax owed from September to December. They say I should get a refund from NJ State and would owe to PA State.

Does this sound correct? Do I need to get a corrected W2 from them?

Vanessa A

Yes, they are correct.

No, you cannot get a corrected W-2 since they actually withheld and made ALL of the payments to NJ and nothing to PA.

So you will need to file a NJ return and allocate your income based on the time you lived in NJ and file the PA return and allocate your income based on the time you lived in PA. You will end up having to pay PA since they did not withhold for PA. But you will get a refund of NJ.

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