If you are a New Jersey (NJ) resident who paid state or local taxes to New York (NY), follow these steps to apply for a credit:
Steps to Enter Your Information:
Identify the Amount on NY IT-196, Page 3
Click NY 196, Page 3 to locate the tax amount to enter on Line 9a.
Add NJ COJ (NY) Form
To apply state or local taxes paid to New York to a New Jersey tax return, add the NJ COJ (NY) form and enter the taxes paid to the other state on Line 9a.
Locate Taxes Paid to New York
Find the state and local taxes paid to New York on the taxpayer’s state tax documents. This amount will be used as a credit for taxes paid to another state when preparing the New Jersey state tax return.
Enter the Information in NJ COJ (NY) Form
Click NJ COJ (NY).
Enter the state or local taxes paid to New York from NY Form IT-196, Page 3 on Line 9a of the NJ COJ (Credit for Taxes Paid to NY) form in the New Jersey state tax return.
Additional Resources
For a visual step-by-step tutorial, check out these guides:
Following these steps ensures accurate setup. Double-check all entries to avoid issues. If you experience difficulties, refer to the tutorials linked above or contact support for assistance.