mrichman333 Posted March 4, 2015 Report Share Posted March 4, 2015 I have a married couple that live in NJ but the husband says he is a NY resident. Hum. He receives pension income and the 1099R has his NY address on it and a NY State Payer no and state distribution. However NJ wants it's share because I have been filling him as a NJ resident and NY nonresident His wife is a NJ resident and works in NYC. I do not believe he spends 183 day at his NY residence. but he says his "Other Guy" filled him as a NY resident and it saved him money. So I admit I am a bit confused how to work this Quote Link to comment Share on other sites More sharing options...
Lion EA Posted March 4, 2015 Report Share Posted March 4, 2015 Do it right or send him back to his Other Guy! Ask him for his calendar, driver's license, etc., to see where he lives. 2 Quote Link to comment Share on other sites More sharing options...
mrichman333 Posted March 4, 2015 Author Report Share Posted March 4, 2015 Do it right or send him back to his Other Guy! Ask him for his calendar, driver's license, etc., to see where he lives. Agreed. He gets all his other tax documents sent to his NJ address. Quote Link to comment Share on other sites More sharing options...
kcjenkins Posted March 5, 2015 Report Share Posted March 5, 2015 File it correctly or let him walk. Don't let him turn his problem into yours. Plus, the 'other guy' might have done it that way 'before' based on mis-information he provided, but that was then, this is now, and you have to go with the facts you know. Quote Link to comment Share on other sites More sharing options...
mrichman333 Posted March 5, 2015 Author Report Share Posted March 5, 2015 File it correctly or let him walk. Don't let him turn his problem into yours. Plus, the 'other guy' might have done it that way 'before' based on mis-information he provided, but that was then, this is now, and you have to go with the facts you know. I've done a little research and discovered that he has put himself in the position where both NY and NJ can consider him a resident for tax purposes. I called him and told him of my findings. That shut him up. 1 Quote Link to comment Share on other sites More sharing options...
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