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Returning Member
posted Apr 10, 2024 5:58:25 AM

NY IT-203 filing status

According to New York State Tax I-203 instructions I need to use 3 but TURBOTAX is not doing this

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1 Replies
Expert Alumni
Apr 10, 2024 8:22:02 AM

Yes.  If you are filing a joint federal return in a TurboTax online product, you will not be able to create a separate state return with that account.  You have three options. 

 

1. Create/e-file a separate federal return and a separate NY return in one online product and open another account with a separate federal and state return for your spouse.

2. Create/e-file a joint federal return (and if needed a joint state return that is not NY) in one online account and open another online account in which you create a "Mock" separate federal return that can be used to create the separate NY return.  You will need to print/mail the NY separate return as the "Mock" federal separate return will not be filed. 

3.  Use a desktop (CD/download) product.  Create/e-file a joint federal return and, if needed, a joint resident state return (not NY) and then create a "Mock" federal separate return that will be used to create a separate NY return all in the same product. The NY state return will need to be printed/mailed.

 

Typically, option 3 is works the best.  Here is a link with more details.