Form help - New York

This article is for state-specific form help. Use the table of contents to jump to the tax module you're working on, and then find the relevant form and line within that section.

Table of contents:

Individual

Form IT-203-B

To generate form:

This form requires at least $1 allocated to NY to generate. The allocated amount will need to be at least $1 higher than any NY withholdings to avoid a diagnostic, which should not be an issue because the amount can be sourced to have no effect on on other states and fed returns. Screen 55 has a override [O] to correct the amount to be allocated if the W2 had no NY wages (normal for this issue).

-Form IT-203-B-

Form IT-1099-R

To generate form:

In order to generate the IT-1099-R, you must have New York State, New York City, or Yonkers withholding.

-Form IT-1099-R

Form IT-225

Pg. 1, Line 1

Form Instructions for the IT-225 state the 529 distribution be entered only in the Fed. column. This will prevent the amount from being forwarded to the IT-203 Line 29 of the NY Nonresident and Part-Year resident return. Input for IT-225 is made in Screen 51.091. For full year NY residents, 529 distributions will not appear on the IT-225, but instead directly on the IT-201 form under NY Additions.

-Form IT-225-

Form IT-225

Pg. 1, Part I, Column B

Column B New York State allocated amount will not be used if there is no non-resident income.

-Form IT-225-

Form IT-241

To generate form:

The IT-241 requires input on screen 53.092 (Clean Heating Fuel Credit(IT-241)). The taxpayer is entitled to this refundable credit if they or their business purchased bio-heating fuel to be used for space heating or hot water production for residential purposes within New York State.

-Form IT-241-

Form IT-370

Pg. 1, Line 2

You may need to remove the total tax paid [O] on the extension screen before the program worksheet and calculation will be shown. The override input is located on Screen 9, Extensions in the New York Information section as "Total tax already paid".

-Form IT-370 Extension-

Form IT-215

To generate form:

If you are a resident or part-year resident, you may qualify for a refund of any earned income credit in excess of your tax liability. Non-residents of New York State do not qualify for a refund of the NYS Earned Income Credit.

-IT-215 Earned Income Credit-

Form IT-272

Pg. 1, Lines 1&2

Full-year only New York residents can claim the College Tuition Credit or Itemized Deduction. Do not complete Form IT-272 if you are claimed as a dependent on another’s New York State tax return or if you file a New York State Form IT-203, non-resident and Part-Year Resident Income Tax Return.

-Form IT-272-

Form IT-203

Pg. 1, Taxpayer/Spouse Information

For a New York Nonresident/Part Year return with a filing status of Married Filing Joint, the program provides an Input on Screen 55.091 to be used when only one spouse has NY source income. At the bottom of Screen 55.091, New York Part-year/Nonres Information use the "NY source income 1=taxpayer only, 2=spouse only" inputs to control which name appears on the IT-203. Do not use if both spouses have New York source income.

-Form IT-203, Taxpayer Spouse Information-

Form IT-214

Pg. 1, Line 3

Form instruction below line 5 of the form indicate checking YES for lines 3,4, and 5 will disqualify the taxpayer from claiming the credit. There is no input in the program for line 3. If the taxpayer has real property above the threshold amount, but otherwise qualifies for the credit, put a -1 in Screen 53.091 Real Property Credit IT-214 at the "Real Property Credit [O] input field to suppress the credit.

-Form IT-214, Real Property Credit-

Form IT-241

Pg. 1, Part 1, Column D

If Column D of the form is not generating, check Column C for an entry of percentage biodiesel. Residents who use blends of B6 (6 percent biodiesel) or higher can claim a direct income tax credit of up to 20 cents for every gallon they buy – one cent for each percentage point of biodiesel in their heating oil (up to B20). The B values will appear on the fuel invoice. In the program enter the B value as a percentage, in the examples above the Column C entry would be .06 or .20 respectively.

-Form IT-241Clean Heating Fuel Credit-

Form IT-214

Pg. 3, Line 33

If the taxpayer has real property above the $85,000 threshold amount, but otherwise qualifies for the credit, put a -1 in Screen 53.091 Real Property Credit IT-214 at the "Real Property Credit [O] input field to suppress the credit.

-Form IT-214, Real Property Credit-

Form IT-201

Pg. 4, Line 73

Withholding entered on screen 10 Wages as Local W/H will not appear on the Total New York City tax withheld line. On Screen 10, use NYC withholdings input instead. Amounts entered here will then appear correctly.

-Form IT-201, NYC Withholding-

IT-203

Page 2, Line 22, NY State Amount column

The results of Line 9 should be reported in the federal column. The total of Lines 1 and 5 in column B should be reported on Line 22 in the state column. Is an IT-398 required? Refer to the form and code instructions for further information.

-IT-203, NY State Amount column-

IT-203

Page 1, Line E1

For Form IT-203, Line E ("Number of months your spouse lived in NYC") should be marked as 12, even when there is no spouse entered on Screen 1. This is triggered by the NYC/Yonkers resident question and the number of days at the bottom of Screen 1.

-IT-203, NYC Residency-

IT-201

Page 1, Line E

Per form instructions, If you are a full-year New York City resident, you can leave Item E blank. All other IT-201 filers must complete Item E.

-IT-201, NYC Residency-

IT-201

Page 3, Line 58

If the NYC information located on the bottom of Screen 1 is incomplete, your NYC resident tax will not be calculated unless an override [O] is used. The tax is determined based on tax tables, where if Line 38 is less than 65K, refer to pages 59-66. However, if it's more than 65K, refer to page 67 for the relevant details.

-IT-201, NYC Residency-

IT-203

Page 4, Line 65

Input the New York Metropolitan Commuter Transportation Mobility Tax (MCTMT) estimates paid on behalf of a partner on Screen 20.1, using Code 1111.

-IT-203, NYC Residency-

Partnership

IT-204

Page 1, Designee name

The minimum required input for Third-Party Designee on Screen 37.091 New York Miscellaneous Information is the Designee Name and five digit PIN.

-IT-204 Designee-

IT-204-IP

Page 2, Partner's share of income, deductions, etc. - Column C

Column C - New York State amounts can be overridden in Screen 37. 093, New York Miscellaneous Information.

-IT-204-IP New York State Amount-

S Corporation

Form

Line (apply anchor name here under Advanced on the right)

ere)

This is where you will enter the line-specific help.

Corporation

Form NYC-2.5

Pg. 1, Line 1a

These columns won't add up unless the NYC Checkbox on screen 1 is marked on all the files that are a part of the consolidated group.

Pg. 2, Line 54a

These columns won't add up unless the NYC Checkbox on screen 1 is marked on all the files that are a part of the consolidated group.

Form NYC-2.5

Fiduciary

Form

Line (apply anchor name here under Advanced on the right)

This is where you will enter the line-specific help.