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Author: luke77 Three stars, 500 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 121061  
Subject: Residency question Date: 8/7/2009 6:25 PM
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Hello,

I have an income tax question that I'm totally confused about. I hope that this is not considered OT for this board; if it is please let me know.

Here's my situation. I lived in New York from January through March 2008, where I worked in finance. I moved there originally in August 2007. I became disabled and had to move back home to Greensboro in April, where my parents live. I started receiving Social Security in November while living in Greensboro.

My questions:

First, what do I write as my residency on my federal return? My "domicile" seems like it is Greensboro but I'm not sure. At the time I was living in New York I would have probably called that my domicile, since I planned on working there for at least a year or so. However, after I moved back home Greensboro became my domicile again, and that's where I grew up. But on my W2s it lists my New York address, which is where I made my income. So do I use my most recent domicile, or the one I started the year at - and would NY even be considered a domicile?

Next, if my domicile is indeed Greensboro, I'm not sure what my New York residency should be listed as. The New York tax documents say, "Generally, if your domicile is not NY State you are considered a non-resident". It goes on to say that if your domicile is New York State you are considered a New York resident. So I'm thinking that since my domicile was in NY for 3 months maybe I am a part-year resident. But since my residence in New York was only temporary (I lived there for 8 months total, subletting an apartment the entire time), perhaps I am a nonresident, if Greensboro remained my domicile.

Finally, I received Social Security in November and December while I was living in North Carolina, reported on a SSA-1099. This was the only income I received while in North Carolina. Do I have to file separate NC income taxes? I'm not sure if Social Security is taxable at the state level.

Thanks very much,
Luke
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