Babak
Level 3
‎03-16-2023 03:58 PM

I have a client who got married in 2022. She lived first half of the year in NJ and second half in NY. Her husband lived the whole year in NY. How can I file a multiple state when one spouse only lived in one state without making them owe to a state when they should not?

 

Thank you

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itonewbie
Level 15
‎03-16-2023 05:15 PM

To prepare a MFS NJ-1040NR for your client:

  1. Go to State & Local > Part-Yr./Nonres. Information > NJ Part-Year/Nonres Info
  2. Under the New Jersey Residence Information section, complete the following -
    1. Part-year resident from;
    2. Part-year resident to; and
    3. Check the box for Print nonresident return
  3. Scroll down to the MFJ Nonresidents section and enter the following -
    1. NJ source income: 1=taxpayer only, 2=spouse only: 2
    2. 1=force MFS, 2=force MFJ [Override]: 1

When you're done, check that all income and expenses are coded correctly for both T/S/J and state sourcing.  Review the allocation and correct/adjust as necessary.

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