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Generating NY Form IT-360.1 separately for taxpayer or spouse in ProConnect Tax

by Intuit Updated 8 months ago

This article explains what to do if taxpayers are filing as Married, Filing Jointly (MFJ) on a New York state return and only one spouse had a New York City change of resident status.

There's currently no way to e-file a joint state return that reports both a full-year resident's tax and a part-year resident's tax.

  • The spouse who changed city residence must complete Form IT‑360.1 and submit it with Form IT‑201.
  • The other spouse, if a full-year resident, must compute a separate New York City resident tax for the entire tax year on Form IT-201.

To create two MFS state returns using ProConnect

  1. Complete a Married filing joint return.
  2. From the Input Return tab, go to General Client Information.
  3. Scroll down to the Filing Status section.
  4. Check the box labeled MFJ vs MFS Comparison.
  5. Click on the blue Return Actions drop down in the upper right corner of the screen.
  6. Select Split MFJ Return.
  7. Check the box labeled Create a new MFS return for taxpayer, if applicable.
  8. Check the box labeled Create a new MFS return for spouse, if applicable.
  9. Click on the blue Split MFJ return.
  10. Prepare and e-file a MFS NY return for the taxpayer, if applicable.
  11. Prepare and e-file a MFS NY return for the spouse, if applicable.

For more information, see instructions for New York State Form IT-360.1

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