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New York Tax Question


Tax Prep by Deb

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This if the first for me, but I need some help from New York preparers.  I have a client whose only income was from being a beneficiary of an estate.  It's a very small amount and no real need to file a federal return, but not sure for New York. 

 

This client lives in California.

 

The federal K-1 only shows an amount in box 11A Excess deduction of  $1306

 

The New York K-1 shows New York apportionment percentage  25.00

Boxes are checked for New York State nonresident beneficiary and Yonkers nonresident beneficiary

 

Part III

#5 Dividends of 32.00

#7 Net long-term capital gain $1965.00

#8 Other taxable income  7.00

#9 Other deductions $3310.00

 

The only New York K-1 Input that I have found is for partnerships or shareholders, I don't see anything relating to a 1041

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