Multiple state tax question.

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Subject Author Date Multiple state tax question. Jim 06-10-2009  Re: Multiple state tax question. Paul Thomas, CPA 06-11-2009  Re: Multiple state tax question. Mark Bole 06-11-2009  Re: Multiple state tax question. Paul Thomas, CPA 06-11-2009  Re: Multiple state tax question. Benjamin Yazersky CPA 06-12-2009  Re: Multiple state tax question. D.F. Manno 06-11-2009  Re: Multiple state tax question. Katie 06-11-2009
Posted by Jim on June 10, 2009, 9:14 pm Please log in for more thread options Well in 2008 I met the woman I wanted to spend the rest of my life with and I married her. She lived and worked in New york until feb of 2008 and then moved to Arizona. Her employer only sent in one w-2 with just the entire amount held taxed in arizona. I on the other hand received two w-2's for nj and pa since I also moved out of NJ in feb of 2008 to stay close to work. My own w-2's made some sense but hers just confused me? What should I do? Just skip the new york stuff? =D heh -- << ------------------------------------------------------- >> << The foregoing was not intended or written to be used, >> << nor can it used, for the purpose of avoiding penalties >> << that may be imposed upon the taxpayer. >> << >> << The Charter and the Guidelines for submitting posts >> << to this newsgroup as well as our anti-spamming policy >> << are at www.asktax.org. >> << Copyright (2007) - All rights reserved. >> << ------------------------------------------------------- >> Posted by Paul Thomas, CPA on June 11, 2009, 8:07 am Please log in for more thread options > Well in 2008 I met the woman I wanted to spend the rest of my life > with and I married her. She lived and worked in New york until feb of > 2008 and then moved to Arizona. Her employer only sent in one w-2 > with just the entire amount held taxed in arizona. I on the other > hand received two w-2's for nj and pa since I also moved out of NJ in > feb of 2008 to stay close to work. My own w-2's made some sense but > hers just confused me? What should I do? Just skip the new york > stuff? Um, yeah, no. New York will be expecting a return, and legally they are due a return. So, for the number of days she was in NY, divided by 365 and apply that to her gross wages should put the amount close enough to what she earned in NY as a NY resident. Be sure to mark the boxes for final return, etc. Same for NYC if she resided or worked there. She'll probably have some small balance due to NY without any withholdings, but you won't know that till you get the returns done. The complexity of this might make it a good year to seek the help of a local CPA or EA in preparing and filing your returns. -- Paul Thomas, CPA www.paulthomascpa.com -- << ------------------------------------------------------- >> << The foregoing was not intended or written to be used, >> << nor can it used, for the purpose of avoiding penalties >> << that may be imposed upon the taxpayer. >> << >> << The Charter and the Guidelines for submitting posts >> << to this newsgroup as well as our anti-spamming policy >> << are at www.asktax.org. >> << Copyright (2007) - All rights reserved. >> << ------------------------------------------------------- >> Posted by Mark Bole on June 11, 2009, 9:40 am Please log in for more thread options Paul Thomas, CPA wrote: >> Well in 2008 I met the woman I wanted to spend the rest of my life >> with and I married her. She lived and worked in New york until feb of >> 2008 and then moved to Arizona. Her employer only sent in one w-2 >> with just the entire amount held taxed in arizona. I on the other >> hand received two w-2's for nj and pa since I also moved out of NJ in >> feb of 2008 to stay close to work. My own w-2's made some sense but >> hers just confused me? What should I do? Just skip the new york >> stuff? [...] > New York will be expecting a return, and legally they are due a return. So, > for the number of days she was in NY, divided by 365 and apply that to her > gross wages should put the amount close enough to what she earned in NY as a > NY resident. Except, of course, 2008 had 366 days... ;-) Be sure to mark the boxes for final return, etc. Same for NYC > if she resided or worked there. She'll probably have some small balance due > to NY without any withholdings, but you won't know that till you get the > returns done. > > The complexity of this might make it a good year to seek the help of a local > CPA or EA in preparing and filing your returns. Agree. There are way more things you (the OP) have not addressed than you have, which will determine your final filing requirements and tax liabilities for each of the states where each of you lived or earned money. Where did you and your wife each reside on every day of the year? Where were your domiciles? Don't forget Arizona is a community property state. You may also be entitled to moving expense deductions, although they need to be calculated on a state-by-state basis. -Mark Bole -- << ------------------------------------------------------- >> << The foregoing was not intended or written to be used, >> << nor can it used, for the purpose of avoiding penalties >> << that may be imposed upon the taxpayer. >> << >> << The Charter and the Guidelines for submitting posts >> << to this newsgroup as well as our anti-spamming policy >> << are at www.asktax.org. >> << Copyright (2007) - All rights reserved. >> << ------------------------------------------------------- >> Posted by Paul Thomas, CPA on June 11, 2009, 1:42 pm Please log in for more thread options > Except, of course, 2008 had 366 days... ;-) I must have slept through that extra day. -- << ------------------------------------------------------- >> << The foregoing was not intended or written to be used, >> << nor can it used, for the purpose of avoiding penalties >> << that may be imposed upon the taxpayer. >> << >> << The Charter and the Guidelines for submitting posts >> << to this newsgroup as well as our anti-spamming policy >> << are at www.asktax.org. >> << Copyright (2007) - All rights reserved. >> << ------------------------------------------------------- >> Posted by Benjamin Yazersky CPA on June 12, 2009, 2:06 pm Please log in for more thread options > Paul Thomas, CPA wrote: >>> Well in 2008 I met the woman I wanted to spend the rest of my life >>> with and I married her. She lived and worked in New york until feb of >>> 2008 and then moved to Arizona. Her employer only sent in one w-2 >>> with just the entire amount held taxed in arizona. I on the other >>> hand received two w-2's for nj and pa since I also moved out of NJ in >>> feb of 2008 to stay close to work. My own w-2's made some sense but >>> hers just confused me? What should I do? Just skip the new york >>> stuff? > [...] > >> New York will be expecting a return, and legally they are due a return. >> So, for the number of days she was in NY, divided by 365 and apply that >> to her gross wages should put the amount close enough to what she earned >> in NY as a NY resident. > > Except, of course, 2008 had 366 days... ;-) > > > Be sure to mark the boxes for final return, etc. Same for NYC >> if she resided or worked there. She'll probably have some small balance >> due to NY without any withholdings, but you won't know that till you get >> the returns done. >> >> The complexity of this might make it a good year to seek the help of a >> local CPA or EA in preparing and filing your returns. > > Agree. There are way more things you (the OP) have not addressed than you > have, which will determine your final filing requirements and tax > liabilities for each of the states where each of you lived or earned > money. Where did you and your wife each reside on every day of the year? > Where were your domiciles? Don't forget Arizona is a community property > state. > > You may also be entitled to moving expense deductions, although they need > to be calculated on a state-by-state basis. > > -Mark Bole > Also, the NJ & NY part year resident returns will likely be mfs due to different residency ___________________________________ <<< Benjamin Yazersky, CPA [NJ & NY] >>> -----> real address on hobokeni or hobokenx <----- "This written advice was not intended or written to be used, and it cannot be used by any taxpayer, for the purpose of avoiding penalties that may be imposed on the taxpayer." (The foregoing legend has been affixed pursuant to U.S. Treasury Regulations governing tax practice.) The information transmitted is intended only for the person or entity to which it is addressed and may contain confidential and/or privileged material. Any review, retransmission, dissemination or other use of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited. If you received this in error, please contact the sender and delete the material from any computer. -- << ------------------------------------------------------- >> << The foregoing was not intended or written to be used, >> << nor can it used, for the purpose of avoiding penalties >> << that may be imposed upon the taxpayer. >> << >> << The Charter and the Guidelines for submitting posts >> << to this newsgroup as well as our anti-spamming policy >> << are at www.asktax.org. >> << Copyright (2007) - All rights reserved. >> << ------------------------------------------------------- >> Similar Threads Posted E-filing multiple state taxes February 5, 2007, 1:12 am Re: question about NY state resident status for NY state tax purpose April 12, 2006, 11:09 pm question on state tax December 26, 2008, 9:32 pm Basic question about state tax November 28, 2006, 1:03 am New York State tax question February 16, 2008, 12:58 pm Calif. state tax question April 7, 2008, 7:37 pm Re: Calif. state tax question April 12, 2008, 5:21 pm A question on NYC and New York State tax. 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