Mass Preparers - Help with Non-resident

[Dave T]

Client is a student in Mass but resident of New York State and dependent of his parents in NY.

I believe he would be considered a Non-Resident in Mass and would file a return there for the money he made while in school. W-2 shows state as MA of course.

The problem I seem to be having is that his earnigs from Mass. are also transferring to his New York State return. Can he claim a credit on his Mass return for taxes paid to New York and if so where does it appear on the MA return?

Thanks very much.

- Dave T

[Lion EA]

NY will tax him on his worldwide income as a NY resident, just like the federal. But, NY offers a credit for taxes paid to MA.

[kcjenkins]

Dave, you have it backwards. The home state will give credit for the taxes in the non-resident states.

[Dave T]

Thanks KC and Lion for the response.

This board continues be a great help and I appreciate all who participate.

- Dave T