Common questions about entering NY Form IT-112-R in ProConnect Tax

Below are solutions to frequently asked questions about entering Form IT-112-R, New York State Resident Tax Credit in the Individual return:

Who should file Form IT-112-R?

Your client should file this form to claim a credit against their New York State tax if they resided in New York for all or part of the year, and they had income sourced to and taxed by:

• Another state
• A local government within another state
• The District of Columbia

Refer to the Instructions for Form IT-112-R for more information.

The IT-112-R will automatically generate if taxes paid to another state are entered.

How do I generate the New York IT-112-R for a part-year resident?

Follow these steps to generate NY Form IT-112-R:

1. Go to Input Return ⮕ State & Local ⮕ Other State Tax Credit ⮕ NY Other State Tax Credit.
2. Select a state from the list in the State abbreviation field.
   • This should be the other state that the taxpayer paid taxes to.
3. Under the Income and Adjustments subsection, enter the following income information, if applicable:
   • These fields are all overrides since the software automatically calculates the credit for taxes paid to other states for full-year residents. For part-year residents, the income must be entered here.
   • Wages, salaries, tips, etc. [O]
   • Taxable interest income [O]
   • Dividend income [O]
   • State tax refund [O]
   • Alimony received [O]
   • Business income (or loss) [O]
   • Capital gain or (loss) [O]
   • Other gains or (losses) [O]
   • Taxable amount of IRA distributions [O]
   • Taxable pensions and annuities [O]
   • Rent, royalties, partnership, etc. [O]
   • Farm income or (loss) [O]
   • Unemployment compensation [O]
   • Taxable amount of social security [O]
   • Other income [O]
   • Adjustment to income [O]
   • Capital gain portion of lump sum distribution [O]
4. Under the Computing the Credit subsection, enter the Tax paid to other state [O].
5. Complete any other information for the other state.