NY-Sourced Adjustments (Form IT-203, Line 18)

Forum|Forum|2 months ago
April 8, 2026
1 reply
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My client is a nonresident for NY purposes who is allocated a significant amount of NY-source income from a partnership. For many years now, I have input the NY portion of the federal adjustments on Screen 24 in the "Other Adjustments" section on the line described as "Other (Ctrl+E)." The Intuit Help Page ("Generate Other Adjustments to Income on Form 1040 in Lacerte"), which was updated 2 weeks ago, is instructing me to continue to do this very same thing that I have always done. However, that input line in the 2025 program has been deleted ... removed ... GONE. I can find no other place in the 2025 program to input NY-sourced adjustment amounts so that they will appear (and be appropriately described) in the NY column of Line 18 of Form IT-203. I called the Help Desk and they have confirmed that my assessment is correct - they can find no place to enter these amounts so that they will appear on Line 18 of Form IT-203. These are significant adjustment amounts that will affect the client's NY tax. Does anyone know how to fix this? Thanks in advance.

Lacerte Tax

K

Karl

Intuit Community Champion

It seems like you should be able to accomplish this with some of the inputs on Screen 20.1 with the K-1P input. I'm thinking some combo of the "state if different" or "State source amount" columns and the "source" column (N/S/blank drop-down input options). I'm sorry I don't have the brainpower at this point to troubleshoot this one further. Definitely extend this one.

*If this (or another answer/reply) solves your problem, please click "Accept as Solution" to get this post out of the "Unanswered" queue of posts.*

B

BLCTXAuthor

Level 2

Problem is, adjustments like "one-half of SE tax" is computed by the program and other adjustments like "HSA deduction," "SE health insurance deduction," and "deductions for retirement plan contributions" are not on Screen 20.1 - they're on Screen 24. The Help Desk folks and I concluded that there is no input option on Screen 20.1 that will get you there. For now ... because I have to get these returns filed, right away ... I have input detailed negative amounts on Screen 14.1 (Miscellaneous Income) showing as NY-source only. This has put the NY-source adjustments on Line 16 of Form IT-203. I used the same descriptions as what the program used for federal purposes on Line 18. It's jerry-rigged, but it's the only way I could come up with to make it work. Hopefully, NY doesn't pitch a fit about the adjustments being on two different lines.

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