State tax filing

TurboTax allows you to allocate New York wages by percentage or days (IT-203-B). The percentage method is easier. However, New York has been pre-auditing taxpayers where your return is put on hold until you fill out a worksheet showing the number of days you worked in NY (it's basically the same as IT-203-B so you can head off a pre-audit by filling out IT-203-B).

 

To allocate New York wages:

  • Go to the New York section in TurboTax Online.
  • Continue until you come to New York Income Allocation.
  • Say NO to Were all of your wages and/or self-employment income earned in New York State?
  • On Your Form W-2 Summary, tap Edit next to your employer
  • On Allocate Wages to New York, select Allocate by Number of Days

To Allocate by Number of Days,

  • Start with 365 days
  • Fill in your total Saturdays and Sundays (not worked), along with Holidays (not worked), Sick leave, Vacation and Other nonworking days for the entire year (both inside and outside NY)
  • In Outside of New York, enter your total work days minus 16
  • Don’t fill anything in Worked Outside of New York at Home. This is for someone who is telecommuting to a New York office.

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