topic File joint for Federal but separate for NY State in State tax filing

File joint for Federal but separate for NY State

Mayfu5 — Tue, 16 Mar 2021 19:11:40 GMT

My husband (US citizen) lived and worked in foreign country in 2020. I plan to file joint for Federal but separate for NY State. NY state allows the different filing status. But it requires e-filing and does not accept the paper filing. How can I do it in TurboTax?

In addition, we also experienced "Reject" due to form 1116 TurboTax bug this year. How can I e-filing NY State with paper filing Federal Joint (which is the solution TurboTax gave to fix the 1116 bug)?

Re: File joint for Federal but separate for NY State

ToddL99 — Tue, 16 Mar 2021 22:21:07 GMT

Just to clarify, is NY your husband's permanent home, i.e. state of legal residency? Is he registered to vote and licensed to drive in NY?

Re: File joint for Federal but separate for NY State

Mayfu5 — Fri, 19 Mar 2021 18:07:12 GMT

My husband's permanent home is in NY state. He is registered to vote and licensed to drive in NY. However, he has been living and working out of US since 2019. His residence of 2020 is not in NY.

Re: File joint for Federal but separate for NY State

LinaJ2020 — Mon, 29 Mar 2021 22:14:00 GMT

To file jointly on federal and separately on state, see instructions here: Special filing and Discussion

You might still be able to e-file your federal joint and need to paper file on your state.

If the issue is related to e file rejection error "ForeignTaxesPaidOrAccruedDt". It has been submitted and is currently under investigation. If you would like to receive an update for the progress, click on the following link to get notified:

Form 1116 reject error

Per IRS, if you have paid taxes to both foreign and the US tax authorities, the IRS allows you to claim a foreign tax credit on a Form 1116 along with your US tax return. The amount will show on Schedule 3 line 1 and line 20 on Form 1040.