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Subject Author Date
Two States NY and MA married filing jointly part year resident questions anirudh 03-19-2007
Posted by anirudh on March 19, 2007, 2:42 am
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This is my situation.
I worked in MA from 1/1/2006 to 5/31/2006. I worked in NY
from 6/1/2006 - 31/12/2006. I am married but my wife lives
and works in NJ.

These are my questions.

1). Am I a part year resident for NY ?
2). I have filed federal tax as married filed jointly. Can
I do the same for MA and NY even though my wife was not
a resident of either states?
3). How do I divide my capital gains income from various
sources between states? Does it depend on where I was
at the time of selling them?

Any help would be really appreciated.

Thanks,
Anirudh

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Posted by Seth Breidbart on March 20, 2007, 2:06 am
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> This is my situation.
> I worked in MA from 1/1/2006 to 5/31/2006. I worked in NY
> from 6/1/2006 - 31/12/2006. I am married but my wife lives
> and works in NJ.
>
> These are my questions.
>
> 1). Am I a part year resident for NY ?

You never stated where you lived. Did you live in NY when
you worked there? Did you live in NJ (or MA) and commute?
If you lived in NY, you were a part year resident in NY.

Seth

<< ======================================================= >>
<< 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 (2006) - All rights reserved. >>
<< ======================================================= >>

Posted by Benjamin Yazersky CPA on March 20, 2007, 2:06 am
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> This is my situation.
> I worked in MA from 1/1/2006 to 5/31/2006. I worked in NY
> from 6/1/2006 - 31/12/2006. I am married but my wife lives
> and works in NJ.
>
> These are my questions.
>
> 1). Am I a part year resident for NY ?
> 2). I have filed federal tax as married filed jointly. Can
> I do the same for MA and NY even though my wife was not
> a resident of either states?
> 3). How do I divide my capital gains income from various
> sources between states? Does it depend on where I was
> at the time of selling them?

You only stated where you worked.
You didn't state where you lived and the dates you resided
in which state. So, I can't even begin to speculate where
you need to file as a resident or a non-resident.

But, if you work in a state, you are generally required to
pay taxes there. So, you will need to file in NY & MA for
the income earned there. And of course your wife will need
to file in NJ.

___________________________________
<<< Benjamin Yazersky, CPA [NJ & NY] >>>
-----> real address on hobokeni or hobokenx <-----

<< ======================================================= >>
<< 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 (2006) - All rights reserved. >>
<< ======================================================= >>

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