thanks @AnnetteB6
i've taken a 1st pass at your instructions - and will review more closely. thank you for your response.
so regarding your replies, which are in blue below
- For wages and taxable SS benefits, I’m assuming zero was sourced to NYS. If so, enter zero for these fields. -- WHERE DO I ENTER ZERO ? there are no NY state interview questions for this. am I supposed to open a form?
If you look at the Part-Year Resident/Nonresident Allocation Worksheet 2023- column D, it is already correct. why do I need to enter anything further?
As I said above, I think the software is using the wrong data
-3 - It is not possible to see what the app is stating when you see your return, but the forms in your data file state that for NY state your adjusted gross income is zero. This makes sense if the loss is unallowed and there is no other income allocated to NY.
agreed that my NY agi is zero.
the app is NOT showing zero, which is why I reported this as a bug at the outset. Shouldn't the app reflect the forms?
4 - Form IT-182, Line 6 shows $166,680. This is your federal MODIFIED adjusted gross income. It is calculating your federal AGI less taxable social security benefits. Since this amount is over 150,000, you do not qualify for special allowance with active participation.
The $166,680 number is wrong as I have been saying all along.
on the NY form instructions and as your colleague points out in the 1st response on this thread --
NY form IT-182 Line 6 for non resident should be "In Part II, Line 6, enter your Federal modified adjusted gross income using only those amounts derived from or connected with New York sources.
This number should not be $166,680. it should be 0 in my case
this is also a bug
feedback on this appreciated
