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How to enter New York State income as a part-year resident in TurboTax

SOLVEDby TurboTax35Updated 3 weeks ago

If you're a part-year resident of New York and want to enter different allocations for income earned inside or outside New York State, follow these instructions:

Note: If your TurboTax navigation looks different from what’s described here, learn more.

  1. Sign in to your TurboTax account.
  2. Continue to your return.
  3. Select State Taxes from the menu.
  4. Select Your State Returns from the menu.
  5. Select Continue or Edit next to your New York return.
  6. On the screen, Date of Last Move, enter the date you moved in or out of New York.
    • Also enter the description that best describes your situation as of December 31.
  7. On the screen, New York Income Allocation, answer No to the question, Were all of your wages and/or self-employment income earned in New York State? 
  8. On the screen, Form W-2 Summary, select Edit next to each W-2 you need to allocate.
  9. On the screen, Allocate Wages to New York, you can choose one of the following allocation methods:
    • 100% New York State income
    • Allocate by number of days
    • Allocate by percentage
    • Don’t allocate this employer
    • Allocate over multiple years
  10. On the Form W-2 Summary screen, select Done.
  11. On the screen, Tell us about your New York Resident Income, enter the amount of wages earned while living in New York. If none, enter 0
  12. On the New York Resident Income screens, enter any federal income received as a resident of New York State. If none, enter 0.
  13. On the New York Resident Deductions screen, enter any federal deductions attributable to the time you were a New York resident. If none, enter 0. 
  14. On the Tell us about your New York Nonresident Income screen, enter the amount you received from New York sources while living outside New York. If none, enter 0.
  15. On the New York Nonresident Period screens, enter any federal income received as a nonresident of New York. If none, enter 0.
  16. On the New York Nonresident Deductions screen, enter any federal deductions attributable to the time you were a nonresident. If none, enter 0.
  17. Follow the remaining on-screen instructions to complete your return. 

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