Filing NY State Return

Forum|Forum|11 months ago
April 14, 2025
1 reply
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I recently moved from MD to NY and have to file two state returns for this tax year. I entered in my MD state tax return first and then did the allocation by percent to NY and everything went smoothly. I got to the tax number review and found that it was taking my total federal adjusted gross income as opposed to the amount that was allocated to NY for the short time I have lived here. Is this accurate or did I mess up along the way? Seems crazy to be taxed on your total federal adjusted gross income instead of the amount I actually earned in the state, but maybe that's NY?

DavidD66

New York has an interesting way of calculating non-resident and part-year resident tax. They take your entire federal Adjusted Gross Income (AGI) and then determines what the New York tax would be on all of it. They then apply the percentage of New York to total income to that calculate amount to determine what your actual New York tax owed is. So, if your federal AGI would put you in a high NY tax bracket, and you have a small amount of New York income, that small amount gets taxed at the high tax bracket rate.

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