How Do I File Taxes For 2 Different States And Have Residency In Another?

Sat, Feb 27, 2010

I worked in NC till October, then moved to NJ and have been working here since. I have residency in PA. So how would I file my taxes accordingly? This would be the first time I’ve done taxes for multiple states from a different residence. Please help!

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7 Responses to “How Do I File Taxes For 2 Different States And Have Residency In Another?”

hrblock. Says:
27. February 2010 at 10:46 am

You are able to go to the states websites and download the forms. North Carolina is http://www.dor.nc.com New Jersey is http://www.state.nj.us/treasury/taxation Pennsylvania is http://www.revenue.state.pa.us
Each will have their own requirements as to how to file if a non-resident or part year resident. You could also seek help from an experienced tax professional who would have a tax program that will be able to handle all the state returns at once.
Good Luck
Laura H – H&R Block – Senior Tax Advisor 5
**This advice was prepared based on our understanding of the tax law in effect at the time it was written as it applies to the facts that you provided.

Badger Boise Says:
27. February 2010 at 10:46 am

You will file as a part year resident for the time and earnings while in NC. You will likewise file as a part year resident in PA but will most likely have to submit any taxes due with your filing for PA. You would also file a return with NJ to get a refund of taxes withheld because you only work in NJ but do not reside. As for next year you will need to file for both NJ and PA. If your employer in NJ has a facility in PA, then they might be able to withhold only the PA taxes for you. If not, you will want to submit a new NJ state W-4 for withholding and indicate you expect to be tax exempt during 2009 etc. Then in order not to get in tax trouble with PA, you will want to submit quarterly tax payments to PA during the year. You will want to pay in at least 85%-90% of your expected PA taxes to avoid being penalized.
The above is extra work sure, but it is not that difficult to do.

StephenW Says:
27. February 2010 at 10:46 am

File a PA resident return, an NC nonresident return, a NJ nonresident return, and a federal return.
Be careful to take the reciprocal arrangement between NJ and PA into account when determining which state receives tax on income earned in NJ while a resident of PA.
On the appropriate state return, be sure to claim the credit for either PA tax on income also taxed by NC or NC tax on income also taxed by PA.

corrinem Says:
27. February 2010 at 10:46 am

If you don’t know what you are doing let someone do it for you or use a tax software program that can guide you through the process.

Dog Man Says:
27. February 2010 at 10:46 am

Non-Resident or part time resident.I used to file non-resident for Oregon where I worked but lived in Vancouver WA.

chatspla Says:
27. February 2010 at 10:46 am

You need to file a return for your state of residence and returns for states in which you worked.

visvardi Says:
27. February 2010 at 10:46 am

thats a good question for your tax preparer

hrblock. Says:
27. February 2010 at 10:46 am
You are able to go to the states websites and download the forms. North Carolina is http://www.dor.nc.com New Jersey is http://www.state.nj.us/treasury/taxation Pennsylvania is http://www.revenue.state.pa.us
Each will have their own requirements as to how to file if a non-resident or part year resident. You could also seek help from an experienced tax professional who would have a tax program that will be able to handle all the state returns at once.
Good Luck
Laura H – H&R Block – Senior Tax Advisor 5
**This advice was prepared based on our understanding of the tax law in effect at the time it was written as it applies to the facts that you provided.
Badger Boise Says:
27. February 2010 at 10:46 am
You will file as a part year resident for the time and earnings while in NC. You will likewise file as a part year resident in PA but will most likely have to submit any taxes due with your filing for PA. You would also file a return with NJ to get a refund of taxes withheld because you only work in NJ but do not reside. As for next year you will need to file for both NJ and PA. If your employer in NJ has a facility in PA, then they might be able to withhold only the PA taxes for you. If not, you will want to submit a new NJ state W-4 for withholding and indicate you expect to be tax exempt during 2009 etc. Then in order not to get in tax trouble with PA, you will want to submit quarterly tax payments to PA during the year. You will want to pay in at least 85%-90% of your expected PA taxes to avoid being penalized.
The above is extra work sure, but it is not that difficult to do.
StephenW Says:
27. February 2010 at 10:46 am
File a PA resident return, an NC nonresident return, a NJ nonresident return, and a federal return.
Be careful to take the reciprocal arrangement between NJ and PA into account when determining which state receives tax on income earned in NJ while a resident of PA.
On the appropriate state return, be sure to claim the credit for either PA tax on income also taxed by NC or NC tax on income also taxed by PA.
corrinem Says:
27. February 2010 at 10:46 am
If you don’t know what you are doing let someone do it for you or use a tax software program that can guide you through the process.
Dog Man Says:
27. February 2010 at 10:46 am
Non-Resident or part time resident.I used to file non-resident for Oregon where I worked but lived in Vancouver WA.
chatspla Says:
27. February 2010 at 10:46 am
You need to file a return for your state of residence and returns for states in which you worked.
visvardi Says:
27. February 2010 at 10:46 am
thats a good question for your tax preparer

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