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Level 2
posted Mar 3, 2022 6:35:37 PM

TT generated forms for NY

Hi,


While doing my NY taxes (Non Resident), I initially entered 100% of my income as NY incorrectly.  TT said I owed underpayment penalty and to minimize it I tried to annualize it. I corrected the % to the correct percentage now and I am now getting a refund from NY.  I see a bunch of forms that TT generated (in addition to IT-203). Want to make sure which ones are necessary 

 

1. Star Credit Advance Payment Reconciliation (IT-119) - I did not get this payment (Answered No) but still TT generated it. Any reason why TT generates this ? I just went through the interview that TT asked and this question was there in the interview.

2.  Claim for Child and Dependant Care (IT-216). Again I did not have any money spent for Dependant care. Why does TT generate it ??

3.Underpayment of Estimated Income Tax by Individuals (IT-2105.9). I was entering my NY percentage of income incorrectly first for which TT said I owe an underpayment penalty. After entering the correct %, I am now getting a refund from NY. Shouldn't TT have removed this form, now that I get a refund  from NY?

4.Annualized Income Installment worksheet (2105.9). I this this is again related to my underpayment, and I clicked on Annualizing in TT. Same question applies. Shouldn't TT have removed this form, now that I get a refund from NY

5.Non-resident or Part year resident spouse's certification (IT-203C). This is ok since only one of us got NY wages

 

Would it be easier to delete the state taxes and redo it correctly ? I also have NJ state tax (Resident). Not sure if I have to start that as well.

Thanks

0 1 157
1 Replies
Expert Alumni
Mar 3, 2022 7:22:35 PM

1-5 Delete the unwanted forms. You can delete the state but deleting the forms should be good enough. You want your NY state done before you move to your resident state.

 

To delete forms:

  • Online: A simple way to delete forms in TurboTax online is to use the Tax Tools menu option, which is on your left menu bar when you are working in your program. Then, choose Tools and then Delete a form.
  •  Desktop: If you are working in the download TurboTax program, use the Forms Mode on your menu bar to bring up the form you want to delete, then choose the Delete Form option at the bottom of the form.

  

Then prepare your resident  state NJ return and it will generate a credit for your income already being taxed in the non-resident state. The credit will be the lower of the state tax liabilities on the same income. You may owe your resident state, if they have a higher tax rate.