New york state "New York resident Income" shows Federal Income of -$10200 and on the same line asks me for "New York Resident Income." What do I put?

[bmesc]

The income line says "Unemployment Compensation Exclusion"  -$10,200 in the "Federal Income " column, right next to it is a column "New York resident income." Since all the exemption was while a NY resident, should I enter -$10,200?

[ErnieS0]

Enter $0. New York does not recognize the $10,200 federal exemption for unemployment benefits so there is no subtraction whether your benefits were from New York or some other state.

The positive number ($10,200) would be included on your NY state income tax return.

[bmesc]

Sounds right. I did find where they added $10,200 back on form IT-558, but this page is extremely confusing. TT needs to better explain this specifically in relation to the $10,200 federal exemption. Thanks!

[tnnj]

@ErnieS0 Hi there.  To confirm, is entering 0 correct?  Shouldn't the -10200 of federal misc income be entered in the NY source income box as a positive 10,000 to add back the amount to ny wages? I tried to enter 0 as you suggested in the NY source , but NY wages in the calculation of ny wages/ total federal wages on the NY tax form were not reflecting back the 10,200 that federal excluded.  When i enter 10,200 as a positive number in the NY source allocation, then the amount appears to be corrected.  I wanted to confirm this response before I submit my NY return.  (I am going under the assumption that NY will stay with their current stance that they will not align with federal exclusion of the 10,200).  Thank you

[bmesc]

Zero worked for me. The problem is, when TT transfers the FED numbers to NY, it does not include $10,200 in the income boxes. I guess by default, the NY form is going to add back the full $10,200 *unless* you say some of it was earned while in another state. In my particular case, the taxpayer was a part time resident and all of the $10,200 was while the taxpayer was in NY. By entering zero I'm saying none of it was earned while in another state, so I can't stop you from adding back the entire amount. If you had to split the amount, I do not know how you would enter it. Maybe as a negative, as well? You'll need to experiment. In my case, I actually found 3 different places NY asked about the $10,200 and I believe I filled them all out correctly. The reason I say this is because I reviewed the actual tax forms for NY searching specifically for "$10,200" and "adjustments" it appears I did successfully fill out the forms correctly. HOWEVER, it is highly confusing because the "income" from the FED exemption was not adjusted using all the same boxes as in normal situations. Apparently, this last minute change was accomplished by utilizing a funky procedure that makes it look like you didn't do it right, so double check, look for the following NY form boxes to see if it all adds up: IT-558, line 9 says $10,200 was added to NY. IT-203, line 19 and 19a. It appears to me the total $10,200 was successfully added to NY income. I believe I got it right, I know it cost me more in taxes! Good luck.

[Norm85]

I'm having the same issue as many people and there seems to be multiple discussion threads on this same topic regarding the NY unemployment allocation/exclusion.    I think its mostly because of the way Turbotax presented the questions. 

@ErnieS0 can you clarify a little bit more? 

For my case, I'm a NJ resident but received all of my earned wages and unemployment income from NY.   I've already finished my federal portion of my taxes but when I get to NY,  it asks for the NY source portion for the federal income allocation (seen just below).  Should I be putting a -10,200 here or a +10,200...or 0?

And then a few pages later, it asks almost the exact same question (below).  I'm assuming this 2nd page is where I put the +10,200, in order for NY to add it back to my state taxes?

[ErnieS0]

Hi @Norm85. The screens were updated. Enter as a negative in New York Income Allocation the amount of unemployment received from NY and deducted on your federal return. In your example -$10,200.

Then enter as a positive number the unemployment exclusion ($10,200) in your example to add that number back into NY. The two numbers will cancel each other out.

IT-203

Allocation Worksheet