AliciaP1
Expert Alumni

Investors & landlords

You do not have to complete the info in forms mode and can preview the forms in forms mode if you complete the input in the step-by-step mode.

 

To do this in TurboTax Desktop you can follow these steps:

  1. Within your tax return in step-by-step mode click on State Taxes and Continue
  2. Click Edit for your NY return
  3. Answer the questions regarding income allocations until you get to the Multi-Year Allocation screen
  4. The second paragraph points out you can complete one Schedule B then scroll down - on the interior of the form inset screen - to enter another
    • Once you have completed the first Schedule B, click the scroll bar arrow immediately to the right of the amount shown on line 20 - this creates a new blank Schedule B
    • Continue doing this until all your information is entered
  5. Switch to forms mode to preview your schedules by clicking on IT-203-F on the left side of the screen
    • Again, to scroll through the forms use the scroll bar on the interior of the form preview 

@ck1328

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