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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 Reply
LenaH
Employee Tax Expert

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

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. 

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