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NY social security tax

If part-year resident of year, how to apportion the social security for the year listed on 1099 for NY state?

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3 Replies
MaryK4
Expert Alumni

NY social security tax

You will allocate the amount you received while you lived in New York as New York social security income.  An easy way to do this is to use the fraction of time spent in New York during the year.  You will apply this fraction to the taxable social security income from your federal return.  Look for the screen below in the New York state tax section.

 

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NY social security tax

Do you mean a fraction of the actual amount or the federal taxable amount?

 

Does the fraction count 1/2 a month for 10.5 months or is it 10 or 11 months?

MayaD
Employee Tax Expert

NY social security tax

Don't count the fraction. Allocate the amount received during the month you moved from one state to another to the state you were a resident of when you received it.

How do I allocate (split) income for a part-year state return?

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