Has anyone been in a similar situation, is there anything i can do or am i cooked?

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    Posted by HumSupLo69

    12 Comments

    1. AttentionHuman9504 on

      Looks like you need to file a Maryland return since that’s where your withholding went

    2. Aggravating-Walk1495 on

      Would need to know more details on your situation including W-2 info. Really not sure of context.

      Read the letter.

      It seems like your W-2s showed that you had Maryland taxes withheld. Is this correct?

      If so, then when you filed your New Jersey tax return, you can’t report that NJ taxes were withheld….and therefore can’t ask for NJ taxes to be refunded, because… there’s nothing to refund – there were no NJ taxes withheld.

      Did you enter your W-2 as having NJ tax withheld, when no NJ tax was withheld? That’s what NJ is saying you did. At some point, when filling out the NJ portion of your return, you told NJ that you had state tax withheld for NJ, when you actually had MD tax withheld instead.

      Did you file a Maryland tax return? Did you live in Maryland? Did you work in Maryland?

      Without knowing more, it just seems like you entered things incorrectly… tried to ask NJ to refund NJ tax, when you never had any NJ tax withheld to begin with.

      The way to correct this would be to ensure you entered your W2s correctly, and filed your MD and NJ returns correctly, including all questions about which state taxes were withheld, and including all questions about where you lived and worked.

    3. Let me see if I understand: You lived part of the year in PA, but worked in MD. The other part of the year, you lived in NJ, but worked in MD also? Is this correct?

      If so, you have a complicated situation. MD and PA have a reciprocal tax agreement, MD and NJ do not.

      You need to file part-year resident returns for both PA and NJ and a non-resident return for MD.

      While you lived in PA, the wages you earned in MD were exempt from MD taxes. But you owed PA taxes on those wages. You need to file a PA part-year resident return.

      While you lived in NJ, the wages you earned in MD were subject to MD tax and NJ tax. You need to file a NJ part-year resident return. You need to attach Schedule NJ-COJ to this return to claim a credit for part of the taxes you paid to MD. You cannot claim a credit for all of the taxes that were shown on your W-2. You must fill out the Schedule NJ-COJ using the data on the MD non-resident return you filed with MD, not the data shown on your W-2. And you can only claim a credit for taxes paid to MD while you were a NJ resident.

      I am guessing this is probably making your head spin. If you don’t understand this, it’s time to admit you can’t do this on your own and enlist the services of a tax professional to help you.

    4. Maybe this is not a concern, but if you click that link at the bottom, make sure that direct you to the nj gov website, not some phishing web to get your social security number.

    5. Wow I’m impressed with the level of detail NJ DOR gave you. When it’s the IRS you need to go back through every little detail to desperately try to figure out where you messed up.

    6. missesthemisses109 on

      yeah, you filed the wrong return, you need to file a MD return. i would hire a cpa. might be costly but they will sort it all out for you easily and get you back on track and teach you something at the same time. Its not fun when you mess up on your taxes. You never want the IRS in your hair, ever! it just snowballs.

    7. Here is a suggestion: Go online & find a local H & R Block office. Find an Enrolled Agent that has (at least) ten years experience & schedule a free second look. Bring all of the W2’s & a copy of the tax return. That might be your least expensive option. You need a tax professional, not necessarily an accountant to look at this .

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