How to enter New York State income as a part-year resident or a nonresident with New York source income in TurboTax
by TurboTax•13• Updated 1 week ago
If you're a part-year resident of New York or a nonresident of New York State with New York source income 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.
- Open or continue your return.
- Select State Taxes on Tax Home.
- Select Edit for your New York return.
- 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.
- 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?
- On the screen, Form W-2 Summary, select Edit next to each W-2 you need to allocate.
- 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
- On the Form W-2 Summary screen, select Done.
- On the New York Nonresident Deductions screen, enter the New York State part of federal deductions.
- If none, enter 0.
- On the Changes to Federal Income screen, make any changes to income or deductions that apply to your return.
- Follow the remaining onscreen instructions to complete your return.
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