Multi-state returns welcome
More than one state? One preparer for all of it.
Living in one state and working in another, moving mid-year, or earning income across state lines can mean more than one state return. We sort out which returns you need, how income is divided between states, and how to avoid paying tax twice on the same income where the law allows.
Is this for you?
Built for situations like these.
- 01Commuters who live in one state and work in another, such as New Jersey and New York
- 02Anyone who moved to a new state during the year
- 03Remote employees whose employer is based in another state
- 04People with rental or business income in another state
- 05Students who attended school or worked out of state
What you gain
The benefits, not just the forms.
The right return for each state
We review residency, where income was earned, and each state’s rules to determine which returns apply.
Credit where it is due
Where the law allows, we apply credits for tax paid to other states so the same income is not taxed twice.
One preparer, every return
Your federal return and all of your state returns are prepared together, so the numbers agree.
What is included
Every engagement includes
- Resident, part-year resident, and nonresident return review
- Allocation of income between states
- Credit for taxes paid to other states, where applicable
- Reciprocal agreement review, such as New Jersey and Pennsylvania
- Coordinated federal and state preparation
- Withholding review so next year starts right
What to have ready
Documents you may need later
Nothing is needed for your free consultation. Once you are a client, you receive a personalized list and secure sharing instructions.
- Every W-2 you received (boxes 15 through 17 show state wages and tax)
- The date you moved, if you changed states
- Records of income earned in each state
- Prior year state returns
- Any state tax notices you received
Questions
Frequently asked questions.
Multi-State Taxes: A Plain-Language Guide
Resident, part-year, and nonresident returns explained, plus what commuters, remote workers, and movers should know.
I live in New Jersey and work in New York. How many returns do I file?
Commonly, a New York nonresident return and a New Jersey resident return, where New Jersey may allow a credit for tax paid to New York. Your exact filing depends on your income and circumstances, which we review together.
What about New Jersey and Pennsylvania?
New Jersey and Pennsylvania have a reciprocal agreement for wages, so many commuters pay income tax on their wages only to their home state. Other types of income can be treated differently, so a review is still worthwhile.
I moved this year. What changes?
You may need a part-year resident return for each state you lived in, with income divided based on when you lived where. Keep a record of your move date and any income you earned before and after.
I work remotely for a company in another state. Do I owe that state tax?
It depends on the states involved. Some states tax remote employees based on where the employer is located, while others look only at where the work is done. We review your situation to determine where you need to file.
Do you prepare returns for states other than New Jersey?
Yes. Multi-state returns are welcome. Tell us which states are involved during your free consultation and we will confirm the filings your situation requires.
Other services
Your next step
Ready for a calmer tax season? Let’s talk.
Start with a free, no-pressure consultation. No documents needed to begin, and new clients save 15% on tax preparation.