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Level 2
posted Feb 22, 2021 4:55:45 AM

If this is the first time filing jointly, how do I answer questions about the 2019 return?

Turbotax says "Report Information from 2019." (New York IT-201, total of lines 46 and 58). But it doesn't specify whose return, and my (now) husband and I filed different forms of the state returns last year. Whose info am I entering? Or does it even matter?

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1 Replies
Employee Tax Expert
Feb 22, 2021 10:14:33 AM

If you each filed single in 2019, but are filing joint in 2020, then you would combine the amounts for both spouses for the IT-201 lines in question. If the amounts entered are not correct, your state return will probably be rejected. 

 

Line 46 of 2019 Form IT-201 is Total New York State Taxes.

 

Line 58 of 2019 Form IT-201 is Total New York City and Yonkers taxes / surcharges and MCTMT. 

 

You stated that your spouse filed a different NYS return in 2019. If he filed a IT-203, you would get the values needed from his 2019 form on Lines 50 and 55, respectively.