Skip to main content
March 22, 2022
Solved

Moved from NJ to NY mid-year and work in NYC - Allocate City Income

  • March 22, 2022
  • 1 reply
  • 0 views

I lived in NYC for part of the year, then moved to NJ (while still continuing to work in NYC). I am filling out a NY State part-year resident tax return and need to allocate my income based on the time spent as a resident of NYC. However, TurboTax will not let me change the number in the "wages and tips" field from 0 to the actual number. Please help!

    Best answer by LenaH

    On step #6, it does not allow me to put in a percentage, only an exact amount. The amount that I had put in is what was earned while living in NYC.

     

    On IT-360.1 Line 1, column B is says 0. On IT-203 Line 51 it also says 0. This is precisely my issue - these should not be 0.


    You cannot allocate your wages because the screen is marked off as 100% as nonresident. Please see the screenshot below. This was the screen you should have seen in Step #6. 

     

    Choose Earned 100% as resident instead of Earned 100% as nonresident.  Then press Continue.

     

     

    This will then flow to the Allocate City Income screen.

     

     

    @marisa7

     

    1 reply

    March 22, 2022

    Nonresidents of New York City do not pay NYC income tax. Your employer should have stopped withholding NYC tax when you moved to New Jersey.

     

    You can make changes in the New York section.

    1. Go to Your City Residency Information
    2. Select Edit on About You
    3. Select Part-year resident on New York City Residency Information for You
    4. Enter dates for your Part-year Residency Period
    5. Skip Yonkers
    6. Edit your job on Your Wages Summary
    7. Change the amount on Wages Information to Wages Earned while living in NYC
    8. On Your New York City Wages, select Earned 100% as resident if you made an adjustment on the previous screen to show NYC-only wages
    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
    marisa7Author
    March 22, 2022

    The section I see says, "Part-year city additional allocations and info." When I click on that, the heading says, "Allocate City Income" with rows for wages, interest, and dividends. The columns are Federal, NYC Resident Portion and Yonkers Resident Portion. When I try to allocate the portion of my wages from when I was a NYC resident, it is automatically 0. Don't I have to pay city taxes for the part of the year that I was resident?

    March 24, 2022

    Yes you do pay New York City income tax for the time you were a NYC resident.

     

     Are you using TurboTax Online or CD/Download? And if download, are you using the interview screens or are you entering data directly on the forms?

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"