Is it possible to file multiple IT-203-F Schedule B for multi-year stock grants for non-residents on the *web version* of TurboTax?

[ck1328]

It seems like this may be possible with the desktop version with a few hacky workarounds: https://ttlc.intuit.com/community/state-taxes/discussion/what-does-the-form-203-f-mean/00/1404869

[MarilynG1]

You have read the workarounds submitted by other users (which require FORMS mode in TurboTax Desktop to complete).  I was unable to find a similar workaround for TurboTax Online.

Click the link for steps on Switching from TurboTax Online to Desktop.

[ck1328]

I got the desktop version. I am now able to fill out one IT-203-F. I need to fill out 13. Please advise.

[ck1328]

For those who prefer not to spend 2 hours on the phone w support only to figure it out themselves:

In the forms view, you have to double click in the actual Schedule B. This opens up the "editing" mode where you actually input values. 

You have to scroll down IN THIS VIEW (not the whole form) -- the small input portion of the Schedule B has an embedded window which scrolls down to show additional forms.

I was able to include multiple Schedule Bs this way, but now the problem that I'm facing is that the forms I input this way don't show on the Preview mode, or the generated PDF. I have no way of knowing that these forms will be included in the e-file.

[AliciaP1]

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