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Mayfu5
Returning Member

File joint for Federal but separate for NY State

My husband (US citizen) lived and worked in foreign country in 2020.  I plan to file joint for Federal but separate for NY State.  NY state allows the different filing status.  But it requires e-filing and does not accept the paper filing.  How can I do it in TurboTax?

 

In addition, we also experienced "Reject" due to form 1116 TurboTax bug this year.  How can I e-filing NY State  with paper filing Federal Joint (which is the solution TurboTax gave to fix the 1116 bug)?    

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3 Replies
ToddL99
Expert Alumni

File joint for Federal but separate for NY State

Just to clarify, is NY your husband's permanent home, i.e. state of legal residency? Is he registered to vote and licensed to drive in NY?

Mayfu5
Returning Member

File joint for Federal but separate for NY State

 My husband's permanent home is in NY state.  He is registered to vote and licensed to drive in NY.  However, he has been living and working out of US since 2019.  His residence of 2020 is not in NY.

LinaJ2020
Expert Alumni

File joint for Federal but separate for NY State

To file jointly on federal and separately on state, see instructions here:  Special filing and Discussion

You might still be able to e-file your federal joint and need to paper file on your state.  

 

If the issue is related to e file rejection error  "ForeignTaxesPaidOrAccruedDt". It has been submitted and is currently under investigation.  If you would like to receive an update for the progress, click on the following link to get notified:

 

Form 1116 reject error 

 

Per IRS, if you have paid taxes to both foreign and the US tax authorities, the IRS allows you to claim a foreign tax credit on a Form 1116 along with your US tax return.  The amount will show on Schedule 3 line 1 and line 20 on Form 1040.  

 

 

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