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Question

New Residency-Two States to File

Forum|Forum|1 year ago
January 13, 2025
2 replies
0 views

Hi, I'm new to NJ taxes and filing two state tax returns. I have a few questions.

We moved in February 2024 from NY to NJ, I know that we have to file bot states returns in 2024, my questions:

1. Should I do first first federal and NY return and then purchase NJ and work on it?

2. How to e-file both states (nonresident-part resident NY and part year resident NJ), same time or Federal and NY first, is there even an option to file e-file state taxes separately from Federal return?

3. Does Turbo Tax automatically calculate income made in each state or there's some kinda worksheet?

4. Do we have to calculate interest income, capital gains and foreign earned income made for each month and allocate to each state according to residency? (2 months NY and 10 months NJ).

Thank you,

following

Employee

You will have to file a part-year resident tax return in each of the two states. This TurboTax help article explains how to do that:

How do I file a part-year state return?

You cannot e-file your state return without your federal. See this:

https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/prepare-file-state-return-using-turbotax/L67HTUcF7_US_en_US?uid=m5y1iqnp

TurboTax does not automatically allocate your income (including interest, capital gains, etc.) between two states. You must do that yourself.

**Answers are correct to the best of my ability but do not constitute tax or legal advice.

Lol yes, I figured I'd have to do Federal as most people do every year.

What do you mean that they do not automatically allocate my income? Where would I go to do that?

Thank you for your help so far!

Employee

@How do I allocate (split) income for a part-year state return?

**Answers are correct to the best of my ability but do not constitute tax or legal advice.