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Common questions about NY Form IT-201-ATT/IT-203-ATT other taxes in Lacerte

by Intuit•1• Updated 6 months ago

Below are solutions to frequently asked questions about entering New York other taxes for Form IT-201-ATT and Form IT-203-ATT in the Individual module of Lacerte.

Where do I enter Form DTF-622 in the program?

Go to Screen 100, Manual Entry Forms.
Select NY DTF-622 from the left Forms menu.
Complete any applicable fields on pages 1 and 2.

How do I override the deductible portion of self-employment tax for NY Form IT-203, line 18?

Go to Screen 45, Other Taxes.
Scroll down to the Self-Employment Tax (Schedule SE) section.
Enter the Deductible part of self-employment tax [O] in the applicable column to override the automatic calculation.

Entries in this field will affect both the federal and state returns. Lacerte uses the ratio of NY source self-employed income vs. the federal self-employed income to calculate the NY source portion of the deductible part of self-employment tax.

How do I include spouse AGI in New York household credit when MFS?

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 Screen 3, Miscellaneous Information/Direct Deposit.
Scroll to the New York Miscellaneous section.
Enter the Spouse's adjusted gross income if MFS field (code 392).
- Lacerte will calculate the household income credit, if any, using the combined total.

Lacerte Tax

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