I am active duty military, entering into the military as a NY resident, stationed currently in Virginia. I have met the criteria to claim NY non-resident and submit the IT-203, IT-225 & IT-2. My W2 has NY State allocated with NY income tax withheld. For over ten years I have mailed paper filed and it took forever to get back my return. I have paper filed because each time I attempt to submit NY state electronically through Turbo-tax I get a warning that states: Allocation Worksheet for PY?NR: Wages Salaries, Etc, Col D New York wages were reported on federal form W-2 but no wage income has been allocated to New York. This will cause the efiled return to be rejected by New York State."
When I go to the form, it opens IP the PY/NR Allocation Worksheet, if I don't place $0 in column D in wages the program only offers a partial return.
Background use with Turbotax:
I normally e-file federal joint with my spouse, then break up the states separately (Joint filing separately) and allocate all of the children and deductions with my spouse to keep NY non-resident simple and just focused on my military pay.
What am I doing wrong as I am hoping to start filing NY state via Turbo Tax for this year and the future to get all of my income tax withheld returned in a timely manner?
