1. Should I even file form 4852 for this issue, especially since this is really a state issue. No, you do not need to complete a form 4852 to allocate wages to states on state tax returns.
2. If I do need to file the 4852, do I send a copy to NY and CT? See answer 1 above.
3. On my W2, the NY Local Wages & Tips (Box 18) does not equal NY Box 16 (State wages). The difference is the amount in the Connecticut Box 16. Since you lived and worked in NY the entire year the NY box 18 should match the NY box 16.
3a) to confirm the changes I need to make: In Turbo Tax, set CT box 16 =$0; set NY box 18 = NY box 16 (making NY State = NY Local). Yes. Also NY Boxes 16/18 should be the total of current NY box 16 plus CT box 16.
3b) the follow up Turbo Tax screen asks if I have any "uncommon situations" however none of them really pertain to this issue (the info on my return will not match my W2) - thus do I leave them unchecked? Correct none apply to this situation.
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