NY State Return

[KimMcH915]

I'm doing my daughter's taxes and this is her first year filing jointly with her husband. They got married at the end of 2023 so they filed separately last year.

When I get to the part of the taxes were you have to insert the amounts from certain lines of your tax forms from last year, would I add what they each had on the forms from 2023 since they filed separately?

Plus, what date do I used for filing from 2023 since that was also done at different times?

Thank you.

[DMarkM1]

Assuming you are working an underpayment penalty calculation you would total the taxes paid and credits when asked for 2023.  The date requested should be the date they plan to pay NY for the 2024 taxes as the penalty is prorated based on payment prior to 4/15/2025.