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Q1. Yes.  You will need to file a NY Non-Resident return if you are eligible to claim a refund.  An independent contractor is different than an employee. As an employee you are subject to the convenience of the employer, whereas, as an independent contractor, you are not.  Basically, the convenience of the employer rule says that if you are working in another state and are not present in the state of NY and it is for the convenience of the employer, you do not have to pay NY state taxes.  To meet the convenience of the employer test, if your home is not near a specialized facility, you would have to meet at least 4 of the secondary factors and 3 of the other factors to NOT have to pay NY taxes.  Secondary Factors: The home office is a requirement or condition of employment The employer has a bona fide business purpose for the employee's home office The employee performs some of the core duties of his or her employment at the home office The employee meets or deals with clients, patients or customers on a regular and continuous basis at the home office The employer does not provide the employee with designated office space or other regular work accommodations at one of its regular places of business Employer reimbursement of expenses for the home office Other Factors The employer maintains a separate telephone line and listing for the home office. The employee’s home office address and phone number is listed on the business letterhead and/or business cards of the employer. The employee uses a specific area of the home exclusively to conduct the business of the employer that is separate from the living area. The home office will not meet this factor if the area is used for both business and personal purposes. TSB-M-06(5)I Income Tax May 15, 2006 - 5 - The employer’s business is selling products at wholesale or retail and the employee keeps an inventory of the products or product samples in the home office for use in the employer’s business. Business records of the employer are stored at the employee’s home office. The home office location has a sign indicating a place of business of the employer. Advertising for the employer shows the employee’s home office as one of the employer’s places of business. The home office is covered by a business insurance policy or by a business rider to the employee’s homeowner insurance policy. The employee is entitled to and actually claims a deduction for home office expenses for federal income tax purposes. The employee is not an officer of the company.  New York Tax Treatment of Nonresidents and Part-Year Residents Application of the Convenience of the Employer Test to Telecommuters and Other   If you DO meet the condition of the employer rules, then you would need to file a NY non-resident return and allocate $0 as your income for NY on form 203-B.  This is where you will tell NY that you worked 0 days in NY and 280 days (or however many days you worked outside of NY) and enter the correct amount you paid in in taxes. To do this take the following steps AFTER you complete your federal return:   Add NY Non-Resident state return Walk through the steps and answer all of the questions When you are asked how  much of the income was earned in NY, you will enter $0.  The full amount will be reported on the federal side of IT-203. Continue through the return When finished with NY you should see your NY refund match your NY withholdings for this employer The employer does not have to have presence in another state to NOT withhold taxes for NY as long as your work is performed outside of the state and you live outside the state.    Q2. Yes.  Since this is income that is directly related to employment in NY, it is fully subject to NY state taxes.  It does not matter that you received the backpay after leaving the state.  It only matters that this was earned in NY.  You will enter your 1099 in the 1099 NEC or Misc section of TurboTax which can be found under Other Common Income in the Personal Income section.   You will need to be sure to walk through the questions AFTER entering it, to tell TurboTax this is a settlement for wages and not self-employment income.  There is not a specific form that you would look for.  You will just enter this as a regular W-2 and it will be reported on your NY IT-203.  Q3.  The additional payments, unless specifically tied to a physical injury, is taxed as ordinary income.  This will be reported on your form 1040 and your NY Non-Resident Return.  It is not treated differently for income tax purposes, but you would not owe Social Security or Medicare taxes on it.   For your settlement and your back wages, you may also need to file a return for the local city or town you were employed or living in depending on the rules of that jurisdiction.  In the end, IF you meet the convenience of the employer rule, you will be reporting $0 for the amount earned last year with your new job, $0 for the independent contractor amount, and the FULL amount for the settlement which will  be fully taxable to NY. If you do not meet the criteria for the Convenience of the employer rule, you will be taxed on the full amount you earned as an employee.          

And......a gift of over $32K to your daughter will require you to prepare a gift tax Form 709, which is not a part of an income tax return and which is not supported by TurboTax.   Gifts given to family members, friends or other individuals are not deductible.   Gifts received are not taxable to the person who received the gift, and are not entered on a tax return.   If your gift exceeds the yearly limit ($19,000 per individual)  imposed by the gift tax rules, then you will need to complete a Form 709 gift tax form and send it to the IRS, although it is very unlikely that you will owe any tax.   TurboTax does not support Form 709.  It is not an income tax form and would not be included as part of an income tax return.   Here is a link to the form: https://www.irs.gov/pub/irs-pdf/f709.pdf   https://turbotax.intuit.com/tax-tips/estates/the-gift-tax-made-simple/L5tGWVC8N     Here's a link for Form 709 preparation software:  https://www.puritas-springs.com/product-category/federal  

It depends. I am assuming you are operating a farm and filing Schedule F.    Are you using this to transport horses for profit making purposes?  If so, then this would be considered Qualified Asset. For example, If you make a profit with transporting your horses to a place like Gettysburg and do battlefield tours, you stay there for a few days at a time and sleep in the trailer with the horses, this would all be related to the farm income and would be considered a qualified asset depreciated over 7 years.  Are you using this to transport horses for NON-Profit making purposes?  If so, then this would be Non Qualified Asset. Non Qualified would be for things such as pleasure trail rides for yourself or friends and family, hobby shows or hobby competition. These would be considered personal use.  If you are using the trailer for both business and personal use, then as you walk through the steps of entering the trailer, you will be asked how much of it is used for personal use versus business use, you will need to allocate the percentage there.  This will then allocate a percent of the property to be depreciated.  Example.  You paid $100,000 for the camper and use it 75% for profit purposes and 25% for non profit purposes.  The depreciation base will be $75,000 (75%).  The other $25,000 is just considered a personal expense and cannot be depreciated for tax purposes.  If you are NOT operating a farm and your horses are solely for pleasure use/fun/hobby, then you would not list the trailer as an asset at all as personal or hobby expenses are not deductible. 

Yes, you can claim your children.  Since there is no custodial agreement or court document, the custodial parent will become the parent with whom the child spent the most nights during the year. Since the children lived with BOTH of you for more than 6 months, either of you could potentially claim them.  Living in the hotel does not change anything.  To claim someone as a qualifying child: Your child (including adopted and foster children), your sibling, or a descendent of any of them. Age 18 or younger at the end of the tax year OR under 24 (and younger than you and your spouse) if they are a full-time student Lived with you for more than 6 months during the tax year They did not provide more than half of their own support They did not file a joint return, unless it was to claim a refund A qualifying Child may allow you to claim Child Tax Credit and Additional Child Tax.  If they are 17 or older, then you would not get the Child Tax Credit, but instead you would get the Other Dependent Credit. If you file first and he still chooses to claim them, he would need to print and mail his return, then the IRS would contact both of you to determine who actually should claim the children.   Be sure to keep any type of documentation, such as school enrollment, medial records, legal documents, or even bank statements showing you are buying food for everyone.  This will help you show that they lived with you and not him for the last 4 months.   Under the IRS tiebreaker rules, the parent with who the child lived with the longest wins the tiebreaker.  Therefore, if you both filed a return claiming them, if you all lived together for 8 months and then it was just you and your children for the final 4 months of the year, you would have them 12 months (more nights than he did) so you would likely win the tiebreaker.     

You can use the same email address for 5 accounts and returns.   You can start another return in TurboTax Online by: Logging out if you are in your account Choose what TurboTax Online product you want to use for the second return https://turbotax.intuit.com/personal-taxes/compare/online Create your account screen Set up a new login for the second return Start working on the new return Or use the Desktop program. The Desktop program can do unlimited returns and efile 5 for free. And you can use any Desktop version, they all have the same forms. So you could use a lower version than you might need in the Online version.

A social security number may not be required to qualify for an adoption credit. As long as the child is a United States citizen or resident you may qualify for an adoption credit even if the adoption was not finalized. However, you may not be able to e-file your return if you don't include a social security or tax identification number for the child.   The IRS instructs you to "leave blank any entries you are unable to complete" when you make entries for the adoption credit Form 8839:   "If you can't give complete information about an eligible child you tried to adopt ... complete the entries you can on line 1. Leave blank any entries you are not able to complete. For example, if you don't have a social security number or adoption tax identification number ..., leave column (f) blank."      

It would depend on the tax filing status of the business. If you were the only owner of the business then you would not need to file a tax schedule for the business. In this instance, Schedule C does not require a balance sheet listing assets, liabilities and equity and there is no need to include the schedule with your personal return if there is no income or expenses to report. The same applies to a partnership, where you have other owners in addition to yourself.   If the tax filing status of the business is a corporation, technically you are required to file a tax return even if the business had no income or expenses during the year. You can read more in the instructions to IRS Form 1120 or Form 1120-S.          

Took me awhile to find that little Summary Smart Worksheet box on the existing 1099R form, but I finally did.  I also found an easier way.  In the left Forms column, go further down and open the 1099R Summary.  At the very top is Form 1099-R Smart Worksheet with a quick zoom button which will open the Add Form 1099-R box.