"Separately, for the state, since 100% of the income was reported to Oregon in 2020, and since it cannot be double taxed, your distribution should be identified as Oregon-sourced in New York for 2020."
This current 2020 return is where I'm stuck. I'm unable to completely exclude the 1/3 of the distribution reported on 2020's Fed return from NY State part-year resident return.
NY bases tax off of Federal AGI, and the 401k income from OR is included in that number in the Federal column. Is that proper? I would expect to have the ability to exempt that portion from federal AGI.
I AM able to exclude the 1/3 distribution amount from the NY income column, which reduces the percentage of NY income vs Federal.
But why am I not able to identify that income as Oregon-sourced on NY's return. There doesn't seem to be a way to do that this year.
*EDIT: I re-read a post by MaryK1101. She stated --Unfortunately New York does not allow an exemption of the income in the part-year return.
Does this sound right?
