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State tax filing
Also following up with the buggy mechanics of TurboTax in handling non resident NYS RSU allocation and NYS NYC resident wage entries.
Entering IT-203F-B(s)
I've read online problems in the past with TurboTax Deluxe and Web version not handling this and Premier is required. As of 2025, Deluxe on Mac seems to work fine as is Premier. Don't know about the Web version.
First the Easy Step process is quite confusing and can't handle making workaround to solve TurboTax bug. So I just used forms manually for this area.
Then there are 2 bugs entering and adding up all the IT-203-F Sched Bs. 1 Sched B is required for each RSU vest event to calculate the NY workday and allocation percentages.
Bug 1
The only way to get > 1 Sched B is click on the empty fields in the Sched B. For example, in "Description of Stock" field. Then Sched B turns into a scrollable window. Scrolling down access additional Sched Bs for more RSU vest event entries. All the directions I found online were wrong and accidentally stumbled on this. Perhaps this UI kept on changing and this is how its done in 2025.
After viewing another form and return to IT-203-F, Sched B boxes are all empty and require clicking in the empty field again to see the entered Sched B(s).
Bug 2
After all the Sched Bs are entered. They are summed up automatically and put into Alloc Wks worksheet form in the Capital Gains or Loss Smart Work Sheet line A. This is incorrect because the RSU NYS tax allocation is not a CG and require 2 manual corrections.
1. Manually copy to Income line 1 column D. If you have other NYS income not part of line 2-15 while a non NYS resident, probably have to add it manually before entering into line 1.
2. Manally add negative of this line 1 to line 2 to erase the CG since its incorrect.
When printing PDFs, this CG hack from the Alloc Wks doesn't seem to show up anywhere. All the IT-203-F Sched B(s) are printed in the PDF. Since NYS require electronic filing. I don't know if it properly transmits. A few user in the prior threads never confirms (but maybe implied) and some just went with CPA for prep and file. Here are those threads
@nivin developed this hack workaround
@demens13 seems to imply he efiled with this hack workaround. You be the judge 🙂
Entering NY State Resident Wage Income
For awhile, I kept on getting pointed by form directions to use IT-203-B to enter the NYS resident wage income. This is wrong as it will calculate the fraction of the year as NYS resident and multiple against your W2's State Waves (box 16) In my case, box 16 also include the entire RSU income and the employer didn't calculate the NYS fractions. So IT-203-B + IT-203-F Sched B(s) sum forward through Alloc Wks will ~2x your RSU income.
The proper way is just to enter it into Alloc Wks line 1 column B. I just used the gross wage income on the last NYS resident paystub for the NYS amount + business trip to NY calculations as a non resident (NY State considers work performed while there as NY sourced income for non residents (I used # days / 365 * annual salary) )
This Alloc Wks line 1 column B will be automatically added with column D and automatically entered into IT-203 line 1 New York State amount
Entering NY City Resident Wage Income
This is entered through Cty Wg/SE Alloc form Part 1. I put NYC as city code, alloc method blank, percentage 100%, company name in the empty description box, and W2 box 18 (local wages) into City Wages. This number is automatically inserted into IT-360.1 form to calculate the remainder of NY City Taxes.
Regarding if vested RSU earning are taxable as Non Resident of NY City, depends on your scenario of course. Further, the # in W2 box 18 is based on your employer's payroll's interpretation.
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Anyway, took me awhile to figure out how all the figures flowed and work around TurboTax deficiencies and bugs.
I may (you might also) choose to go with a CPA for the following reasons. But doing Turbotax with these bugs and UI nuances is still quite valuable to understand all the figures, decision points, and mechanics.
- Avoid any problems with TurboTax bug workaround making its way into the electronic filing.
- Determine best NYS workday allocation interpretation (probably based on the latest legal case results) to avoid NYS audit.
