mfs or mfj? NY and NJ

What is the best way to go about this scenario?

We live in NY. I work in NJ. She works in NY. We filed federal jointly(MFj) and we we will get back 3500. We tried to file NY state and it says we owe 2700? do we have to NY state jointly, and do we have to file NJ jointly, even though I am the only one that worked there. Thanks.

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Reply to
Apala Man
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Look at the form instructions.

You must file jointly in NY if you filed a joint federal return. You may file your nonresident NJ return either jointly or separately, whichever gets you the better result. Do your NJ nonresident return first. NY will allow you credit for the tax you pay to NJ on your NJ earnings, limited to the proportion of your NY tax liability that relates to that "double taxed" income. Katie in San Diego

Reply to
Katie

You have to file your total income to your resident state. You have to file in your non resident state for the income earned there. On your resident state, you claim a credit for taxes paid to other states. ___________________________________

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Reply to
Benjamin Yazersky CPA

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