NY IT-203-F Schedule B still buggy in TurboTax 2022, please fix Intuit!

[indigojeffreyj]

Hi Intuit,

New York State form IT-203-F for multi-year income allocations is still broken in implementation for TurboTax desktop in 2022, just as it was in 2021.

The problem is two-fold:

1. If you only have restricted stock and not wage income to allocate between states, one should solely fill out Schedule B, one form for each restricted stock grant/vest pair. However, it appears that the application still demands that something be filled out in Schedule A, so I have to put in garbage (e.g., I put in A - total compensation of 1, B - New York amounts of 0, type of income "none - TurboTax bug").

2. After adding restricted stock income (using the Desktop version as apparently the online version does not support multiple sheets), TurboTax attempts to allocate this as capital gains income which is incorrect, as restricted stock vests are not capital gains income. The only fix is to apply the @nivin  hack in their post from  February 27, 2022 11:57 AM in the link below in forms mode to get the income to instead appear as regular income not capital gains:

https://ttlc.intuit.com/community/state-taxes/discussion/what-does-the-form-203-f-mean/00/1404869

Intuit, please fix this. It was broken the same way last year as it is this year. This is a huge pain for those who have to deal with multi-state income allocation for restricted stock. At the very least, don't pretend that you implement IT-203-F properly and instead allow one to simply upload a hand-filled PDF for the IT-203-F forms as you required in tax year 2020 and prior, this was much easier.

[demens13]

just want to plus 1 this.

IT-203-F support from TT is a disaster 3 years running now. 

Last year the workaround worked fine, this year it DOES NOT.

Last year I have some positive capital gain on the federal return, so entering - to cancel out the incorrectly allocated gains in NY worked.

This yes, my federal return as -$3k in cap gains, need to enter a larger loss in NYC to cancel it out but

"Your total New York capital gains should not exceed the Federal capital gain OR LOSS AMOUNT"

!!!!!!!!!

[mkkhawaja]

@demens13 @indigojeffreyj did either of you figure out how to get around this issue ? I am stuck in the same boat...

[stocktaxhack]

+1 remains a flawed and PAINFUL experience. Please fix this! New York state repeatedly audits customers for not filling out this form correctly. Not offering a usable IT-203-F form causes more audit protection services time that would be avoidable otherwise. Filing an amended manual return is not a fix.

[yellowstonenps]

I'm here to +1 this in 2025. Still the case.

[BrittanyS]

I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:

TurboTax Online:

1. Sign into your online account.
2. Locate the Tax Tools on the left-hand side of the screen.
3. A drop-down will appear. Select Tools
4. On the pop-up screen, click on “Share my file with agent.”
5. This will generate a message that a diagnostic file gets sanitized and transmitted to us.
6. Please provide the Token Number that was generated in the response.

TurboTax Desktop/Download Versions:

1. Open your return.
2. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” *
3. This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us.
4. Please provide the Token Number (including the dash) that was generated in the response.

*(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)

@stocktaxhack 

[vs13197]

Has this been investigated?  I am also stuck on this error trying to file NYS RSUs for 2024 tax year.

[LindaS5247]

I would like to take a deeper look at this. However, I need a diagnostic file, which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:

TurboTax Online:

1. Sign into your online account.
2. Locate the Tax Tools on the left-hand side of the screen.
3. A drop-down will appear. Select Tools
4. On the pop-up screen, click on “Share my file with agent.”
5. This will generate a message that a diagnostic file gets sanitized and transmitted to us.
6. Please provide the Token Number that was generated in the response.

TurboTax Desktop/Download Versions:

1. Open your return.
2. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” *
3. This will generate a message that a diagnostic copy will be created. Click on OK and the tax file will be sanitized and transmitted to us.
4. Please provide the Token Number (including the dash) that was generated in the response.

*(If using a MAC, go to the menu at the top of the screen, select Help, and then “Send Tax File to Agent”

[vs13197]

83565955-33599686

[LindaS5247]

Thank you for the token, but there were no entries on your Form IT-203-F to review. For further assistance, please TurboTax Support. You can contact TurboTax Support using this link: Turbo Tax Customer Service.

[kaustubh_1]

Same. +1. I have to file for NY IT 203 and the;
- IT 203F schedule B as non-resident of NY on RSU granted in NY. TT directs me constantly to Schedule A.

- IYT 203B for calculation of how those W2 wages (NY allocated income) is computed on which NY taxes me is not seen anywhere to fill or to print out.

[kaustubh_1]

Linda55247 and BrittanyS the so called "expert", please look here: https://ttlc.intuit.com/community/state-taxes/discussion/what-does-the-form-203-f-mean/00/1404869/pa...

1.) The bug is well established and has not been fixed. Even I did what is recommended on above link by "nosadciw" to get around your buggy TT directing me consistently to schedule A rather than schedule B

2.) Secondly, I printed out the tax return and added a cover letter to state of NY. Stating that your buggy software was incompetent to let me file my NY NR return electronically.

I think you should atleast give 50% or more refund to people filing state of NY NR on 203F and 203B. Because;

    - 203B was not even generated for me.

THIS IS SUPER FRUSTRATING AND EXHAUSTING AS WELL AS MAKING US PAY FOR GAS (OR CHARGE on EV CAR) AND POSTAL SERVICES + TIME!!