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June 3, 2019
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My son is a Massachusetts resident at school in New York. He earned income in NY only, must he still file in Massachusetts.

  • June 3, 2019
  • 3 replies
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Best answer by DS30

Yes. Since he is a permanent resident of MA and only in NY on a temporary basis, if he has NY sourced income, he will need to file both an NY nonresident state income tax return (to report his NY sourced income only) and an MA resident state income tax return (to report all income from all sourced (including NY sourced income). He will be able to claim a tax credit on his MA return for any NY taxes paid on his NY nonresident state income tax return on income that is being taxed in both states.

Just follow the TurboTax guide when working on your states (remembering to do your nonresident state return first) and TurboTax will do all the calculations and credits to your resident states return.

Here is additional information about filing in multiple states (select "see more answer" to view the entire attachment)

 

https://ttlc.intuit.com/replies/3300797

3 replies

txmdsAuthor
June 3, 2019
He earned income only in New York, none in Massachussets, does he still need to file the Mass tax return? According to the program he owes nothing in Massachusetts anyway.
Employee
June 3, 2019
If his income from all sources (including NY sourced income) is below the MA resident income threshold to file a return in MA, then he will not have to file in MA.
DS30Answer
Employee
June 3, 2019

Yes. Since he is a permanent resident of MA and only in NY on a temporary basis, if he has NY sourced income, he will need to file both an NY nonresident state income tax return (to report his NY sourced income only) and an MA resident state income tax return (to report all income from all sourced (including NY sourced income). He will be able to claim a tax credit on his MA return for any NY taxes paid on his NY nonresident state income tax return on income that is being taxed in both states.

Just follow the TurboTax guide when working on your states (remembering to do your nonresident state return first) and TurboTax will do all the calculations and credits to your resident states return.

Here is additional information about filing in multiple states (select "see more answer" to view the entire attachment)

 

https://ttlc.intuit.com/replies/3300797