NY Non-Resident Allocation

[LiebermB]

I am a GA resident who has NY State non-resident income. Under "NY Additions Allocation," "Changes to Federal Income, Non-resident and Part year Resident Adjustment Allocations" TurboTax lists "Interest Income on State or Local Bonds" -$3946. I have not idea where it comes up with this number. Probably some percentage of bond fund investments.  Similarly, under "NY Subtraction Allocation" it lists $432. Do I minimize the impact of both of these for the NY allocation ("0" for the $3946, and the entire $432 for this subtraction)?

[MaryK4]

Yes, if your only New York income was the wages or other New York state income, you would want to not include the Interest or allocation amount. 

[LiebermB]

Do I need to manually allocate Federal income to the different states ("additions/subtractions"), or does TurboTax do this automatically?  I prepared the two non-resident state returns first, before  the one for my resident state. 

[KarenJ2 · Accepted solution]

Yes, you need to manually allocate any NY income for a nonresident NY return.