Expat Resources

CT - Change in withholding requirements for nonpayroll amounts
Effective January 1, 2025, payers of nonpayroll amounts are no longer required to withhold Connecticut personal income tax from certain retirement income distributions. Payers of nonpayroll amounts ar...

NJ - Assessed interest rate on outstanding balances for 2025 announced
New Jersey has issued a technical bulletin stating that the assessed interest rate on outstanding tax balances for the period January 1, 2025, to December 31, 2025, is 10.75%. The rate is calculated b...

NY - Carry over of excess charitable contributions to subsequent tax years discussed
The New York Department of Taxation and Finance has issued a personal income tax advisory opinion on the carry over of charitable deductions that exceed limits based on the New York State adjusted gro...