State tax filing

If you are filing jointly for your federal return, you will have to file a joint nonresident return for New York. However, when going through the screens of your nonresident NYS return, you have to make sure to only allocate your wages as being sourced in New York. 

Please follow the steps below below:

1. Open your return.
2. Click on State.
3. Click Continue next to your nonresident NY return.
4. On the page titled, Who has NY sourced income? please choose the option that only you have taxable NY source income.
5. On the page titled, New York Income Allocation, answer no to the question, Were all your wages and/or self-employment income earned in NYS?
6. On the page titled, Form W-2 Summary, you should only see your W-2 with your NYS sourced wages.
7. Click Done if correct. 
8. On the page titled, We Need a Little More Information, answer no to the use of 203-F Form (I am assuming your earnings were always NY sourced).
9. On the page titled, Did spouse have any NYS wages? answer No.
10. Continue through the return.
11. Enter zero for all other New York Income Allocation questions.

To ensure accurate calculations, always complete the non-resident (NY) return first because your resident state (PA) will give you a credit for taxes paid to another state.