Pretty close, but some clarifications.
1) yes, correct, but make sure you have every scrap of Federal filled prepared before you start in on either state....waiting of interest or investment income forms?....wait until you have entered absolutely everything in Federal before you even look at the state forms..
2) Again, Yes. The NYS must be prepared BEFORE you get to the MI part. NYS may use your total income from everywhere to set your tax rate, but only the NYS W-2 should be taxed when you are done. During the non-resident income allocation interview..only the NYS W-2 is NYS-taxable income...all other types if income are zero's for NY. (unless you personally own a business or rental property of some type in NY itself...you didn't' not anything like that)
3) Last...you are a bit off here. MI calculates a tax on everything...even the NYS income...but to avoid double-taxation gives you a credit for most of the taxes that NYS assessed on it, but only up-to the tax that MI would have assessed.
Example: IF...If...the NYS W-2 ends up getting taxed at 6.25% by NY.....MI would have taxed it at 4.25%...so in the end, MI will give you a credit against MI taxes for a 4.25% rate on it. It's a bit messier than that, but the tax software deals with it as long as you do NYS nonresident preparation before the MI Resident.
Disability/unemployment for your situation...don't know....suspect it is out of NY, but I could be way off
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
