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MFJ/MFS NJ/PA

MGC94
Level 7

Couple filed MFJ fed

He lived in PA Jan and Feb

NJ March - Dec

She lived in PA year round 

filed full year resident PA and full year resident NJ 

Received PA notice they owe $2,000 and their income is missing $50,000, but the $50,000 was put in the NJ return. 

Do I have to file them MFS fed and both states? Can they stay MFJ fed and only do MFS states? with part year resident him PA/NJ and full year her only PA?  

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5 Comments 5
sjrcpa
Level 15

Is the $50K W-2 wages?

What state(s) does the W-2 have for state wages?

Do NJ and PA have a reciprocal agreement?

The more I know, the more I don't know.
MGC94
Level 7

@sjrcpa 

 

On his W2

PA $6,486.00  

NJ $46,682.25

NJ and PA have a reciprocal agreement for local wages not state

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BobKamman
Level 15

filed full year resident PA and full year resident NJ 

Full year, MFJ?  Why would you do that?  

MGC94
Level 7

@BobKamman 

I did not do that. The taxpayer self-filed last year and did that. 

What is the best way to amend this? 

Do I have to file them MFS fed and both states? Can they stay MFJ fed and only do MFS states? with part year resident him PA/NJ and full year her only PA?  

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BobKamman
Level 15

Most states have the option of filing an MFJ, part-year return.  You'd have to read the instructions for those forms.  

Do the taxpayers really have separate households in two states?  Or is the NJ employee commuting to that job?