Married Filing Jointly question with New York Nonresident filing. I am married, we both live in PA, I work in NY, my wife works in PA, how to file properly?

[yoyogabbagabba]

I am married. I live in PA and work in NY.

My wife lives in PA and works in PA.

2019 we were not married. I understood how to file using the New York Nonresident form.

My question is, now that we are married and filing jointly, do I need to submit a New York Nonresident form for just myself or do I also need to submit one for my wife? I wouldn't think I need to submit one for her since she has no income from New York. I am the one filing the taxes so maybe I do need to submit one for her? I am not sure what to do.

[LenaH · Accepted solution]

If you are filing jointly for your federal return, you will have to file a joint nonresident return for New York. However, when going through the screens of your nonresident NYS return, you have to make sure to only allocate your wages as being sourced in New York. 

Please follow the steps below below:

1. Open your return.
2. Click on State.
3. Click Continue next to your nonresident NY return.
4. On the page titled, Who has NY sourced income? please choose the option that only you have taxable NY source income.
5. On the page titled, New York Income Allocation, answer no to the question, Were all your wages and/or self-employment income earned in NYS?
6. On the page titled, Form W-2 Summary, you should only see your W-2 with your NYS sourced wages.
7. Click Done if correct. 
8. On the page titled, We Need a Little More Information, answer no to the use of 203-F Form (I am assuming your earnings were always NY sourced).
9. On the page titled, Did spouse have any NYS wages? answer No.
10. Continue through the return.
11. Enter zero for all other New York Income Allocation questions.

To ensure accurate calculations, always complete the non-resident (NY) return first because your resident state (PA) will give you a credit for taxes paid to another state.