When filing Married Filing Separately (MFS), the adjusted gross income (AGI) of both taxpayer and spouse is used to calculate the New York household credit. If the combined AGI is above a certain amount, then the taxpayer isn't entitled to the household credit. Refer to the Instructions for Form IT-201 for more information.
Follow these steps to include the spouse's AGI in the household credit computation:
- Go to Input Return ⮕ General ⮕ Misc Info./Direct Deposit.
- Select the NY tab.
- Scroll to the New York Miscellaneous section.
- Enter the Spouse's adjusted gross income if MFS field.
- ProConnect Tax will calculate the household income credit, if any, using the combined total.