ILLMAS Posted February 16, 2017 Report Share Posted February 16, 2017 TP moved from IL to NY on 09/01/2016, TP had very little income in NY and had withholdings, however she became a permanent resident effective 09/01/2016, which form would I need to fill out? TP lives in the 10018, and works in the 10017 zip code. Any help will be appreciated. MAS Quote Link to comment Share on other sites More sharing options...
Pacun Posted February 16, 2017 Report Share Posted February 16, 2017 Are you talking about filing part year in IL (8 months) and Part year in NY (4 months)? Or you need help with the new York returns? Quote Link to comment Share on other sites More sharing options...
ILLMAS Posted February 16, 2017 Author Report Share Posted February 16, 2017 NY only, IL part is covered. Quote Link to comment Share on other sites More sharing options...
Lion EA Posted February 16, 2017 Report Share Posted February 16, 2017 Your software should do the heavy lifting after you tell it the date your client became a NY resident, but some forms to look for TR-579-IT is the NY version of 8879 IT-201-V is the payment voucher IT-203 is the NRPY base form IT-203-D should flow from the federal Schedule A IT-2 details the W-2s IT-360.1 for moving into or out of NYC (NYC tax is calculated, but flows to IT-203; just a separate schedule and not a separate return for NYC) Yonkers has their own schedule, also. IT-2105.9 if underpaid If your client had any NY-sourced income while still an IL resident or IL-sourced income after a NY resident, you'll be using more columns in the allocation. If the company did not change/client does not have separate W-2s, you'll need a paystub with year-to-date information close to when he left IL/moved to NY to allocate his wages between the two states. I usually do a spreadsheet and then input the income items: wages, interest, dividends, capital gains, etc. I proofread on the forms and not from the input screens to make sure everything flowed where I expected it to, nothing doubles, nothing is missing, the amounts from the two states add up to his federal, etc. Moving expenses go on NY as the state he moved to, if the company did not reimburse him for deductible moving expenses. Your software should flow everything or almost everything after you prepare the federal and give NY the date and allocate anything your software cannot. I don't have any NY residents currently (moved to CT &/or NJ), but come back with any specific questions and hope a NY preparer jumps in. 3 Quote Link to comment Share on other sites More sharing options...
FDNY Posted February 17, 2017 Report Share Posted February 17, 2017 Looks like Lion covered that very well and yes, software does a good job. I left NY too, but with all my NY clients I stay in a NY state of mind. Just can't wear my Red Sox shirt around them, it irritates them. 2 Quote Link to comment Share on other sites More sharing options...
clay Posted February 17, 2017 Report Share Posted February 17, 2017 If there was income from IL while a NYS resident, use IT-112-R. 1 Quote Link to comment Share on other sites More sharing options...
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