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Level 2
posted Oct 15, 2021 1:00:39 PM

For "Enter any federal deductions attributable to the period of your New York State non-residency" what does it mean under New York Source Portion of IRA deduction?

For the entire tax year I lived in NJ and worked in NY, so I am filing NY non-resident return. My non-earning spouse contributed $6K to her traditional IRA. What amount I should add to the “New York Source Portion”? Zero, or $6K?

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1 Best answer
Level 8
Oct 16, 2021 8:26:45 PM

You can deduct $6,000 as "New York Source Portion" on your IT-203 nonresident return.

 

In an advisory opinion, New York said in a case where the nonresident husband worked in New York and the nonresident spouse did not work: "Such compensation is derived from or connected with the husband’s New York employment. Accordingly, the federal deduction for contributions made to the spousal IRA under section 219 of the IRC is derived from or connected with New York sources."

 

See: TSB-A-03(7)I:12/03:Steven J. Eller, Petition No. I030825B

1 Replies
Level 8
Oct 16, 2021 8:26:45 PM

You can deduct $6,000 as "New York Source Portion" on your IT-203 nonresident return.

 

In an advisory opinion, New York said in a case where the nonresident husband worked in New York and the nonresident spouse did not work: "Such compensation is derived from or connected with the husband’s New York employment. Accordingly, the federal deduction for contributions made to the spousal IRA under section 219 of the IRC is derived from or connected with New York sources."

 

See: TSB-A-03(7)I:12/03:Steven J. Eller, Petition No. I030825B