guidi-a
New Member

How do you fill out the Allocate Federal Adjustments to Income page? lived in NY state for 11 months, unsure what to put in the Description or Federal Adjustment column

lived in Tennessee for the last month of the year
MaryK4
Expert Alumni

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If any items can be identified specifically to NY or TN, you will want to allocate to that state,  If anything is an annual total, you can prorate using a percentage (11/12) to New York.  For example, if it is interest income you received while in New York, it would be 100% to New York.  If you received a monthly amount, 11/12 would be NY and 1/12 would be allocated to TN.

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guidi-a
New Member

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Thank you so much! So I would prorate even if it's just my income from my NY-based employer? and what do you I put in the description box?

DMarkM1
Employee Tax Expert

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If you worked at an established office in TN even though paid by a NY based company then the income is not NY sourced and you would prorate.  92% would be the NY percentage (11/12).  

 

However if you worked from home in TN because of employer necessity (Covid-related, for example) then the income is still NY sourced and you do not need to prorate.  

 

You may need to clarify a bit on the description box question.  I don't see that when I allocate in the NY state return.  

 

TN does not tax wages so you don't need to file for that income in TN if you prorate.

 

 

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