1 ny 3 new york training 2010 ny nonresident return it 203 instr ny pub 80 ny pub 88

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1 NY 3 NEW YORK TRAINING 2010 NY NONRESIDENT RETURN IT 203 INSTR NY PUB 80 NY PUB 88

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Page 1: 1 NY 3 NEW YORK TRAINING 2010 NY NONRESIDENT RETURN IT 203 INSTR NY PUB 80 NY PUB 88

1 NY 3 NEW YORK TRAINING 2010

NY NONRESIDENT RETURN

IT 203 INSTRNY PUB 80NY PUB 88

Page 2: 1 NY 3 NEW YORK TRAINING 2010 NY NONRESIDENT RETURN IT 203 INSTR NY PUB 80 NY PUB 88

2 NY 3 NEW YORK TRAINING 2010

IT-203 NY NONRESIDENT RETURN

WHEN DOES IT OCCUR?

WHO CAN PREPARE IT?

HOW DO WE HANDLE IT?

IT-203 OVERVIEW

Page 3: 1 NY 3 NEW YORK TRAINING 2010 NY NONRESIDENT RETURN IT 203 INSTR NY PUB 80 NY PUB 88

3 NY 3 NEW YORK TRAINING 2010

OVERVIEW OF 1T-203

Page 4: 1 NY 3 NEW YORK TRAINING 2010 NY NONRESIDENT RETURN IT 203 INSTR NY PUB 80 NY PUB 88

4 NY 3 NEW YORK TRAINING 2010

IT-203 P 1 PERSONAL INFORMATION

Page 5: 1 NY 3 NEW YORK TRAINING 2010 NY NONRESIDENT RETURN IT 203 INSTR NY PUB 80 NY PUB 88

5 NY 3 NEW YORK TRAINING 2010

IT-203 P 1 PERSONAL INFORMATION

Page 6: 1 NY 3 NEW YORK TRAINING 2010 NY NONRESIDENT RETURN IT 203 INSTR NY PUB 80 NY PUB 88

6 NY 3 NEW YORK TRAINING 2010

IT-203 P 1FEDERAL AGI

Page 7: 1 NY 3 NEW YORK TRAINING 2010 NY NONRESIDENT RETURN IT 203 INSTR NY PUB 80 NY PUB 88

7 NY 3 NEW YORK TRAINING 2010

IT-203 P 2 NY ADDITIONS

FED NY

Page 8: 1 NY 3 NEW YORK TRAINING 2010 NY NONRESIDENT RETURN IT 203 INSTR NY PUB 80 NY PUB 88

8 NY 3 NEW YORK TRAINING 2010

IT-203 P 2 NY SUBTRACTIONS

FED NY

Page 9: 1 NY 3 NEW YORK TRAINING 2010 NY NONRESIDENT RETURN IT 203 INSTR NY PUB 80 NY PUB 88

9 NY 3 NEW YORK TRAINING 2010

IT-203 P 2NY DEDUCTION

Page 10: 1 NY 3 NEW YORK TRAINING 2010 NY NONRESIDENT RETURN IT 203 INSTR NY PUB 80 NY PUB 88

10 NY 3 NEW YORK TRAINING 2010

IT-203 P 3NY TAX

BASED ON FED COLUMN AMOUNT

Page 11: 1 NY 3 NEW YORK TRAINING 2010 NY NONRESIDENT RETURN IT 203 INSTR NY PUB 80 NY PUB 88

11 NY 3 NEW YORK TRAINING 2010

IT-203 P 3 NYC & YONKERS TAXES & NY SALES TAX

Page 12: 1 NY 3 NEW YORK TRAINING 2010 NY NONRESIDENT RETURN IT 203 INSTR NY PUB 80 NY PUB 88

12 NY 3 NEW YORK TRAINING 2010

IT-203 P 3SALES TAX & CONTRIBUTIONS

Page 13: 1 NY 3 NEW YORK TRAINING 2010 NY NONRESIDENT RETURN IT 203 INSTR NY PUB 80 NY PUB 88

13 NY 3 NEW YORK TRAINING 2010

IT-203 P 4TAXES & PAYMENTS

Page 14: 1 NY 3 NEW YORK TRAINING 2010 NY NONRESIDENT RETURN IT 203 INSTR NY PUB 80 NY PUB 88

14 NY 3 NEW YORK TRAINING 2010

IT-203 P 4 REFUND/TAX DUE

Page 15: 1 NY 3 NEW YORK TRAINING 2010 NY NONRESIDENT RETURN IT 203 INSTR NY PUB 80 NY PUB 88

15 NY 3 NEW YORK TRAINING 2010

IT-203 P 4ADDITIONAL INFORMATION

Page 16: 1 NY 3 NEW YORK TRAINING 2010 NY NONRESIDENT RETURN IT 203 INSTR NY PUB 80 NY PUB 88

16 NY 3 NEW YORK TRAINING 2010

IT-203 P 4PAYMENT/REFUND METHOD

Page 17: 1 NY 3 NEW YORK TRAINING 2010 NY NONRESIDENT RETURN IT 203 INSTR NY PUB 80 NY PUB 88

17 NY 3 NEW YORK TRAINING 2010

COMPLETING IT-203

Page 18: 1 NY 3 NEW YORK TRAINING 2010 NY NONRESIDENT RETURN IT 203 INSTR NY PUB 80 NY PUB 88

18 NY 3 NEW YORK TRAINING 2010

NY NONRESIDENT TAX RETURN

COMPLETE FEDERAL RETURN

SELECT RES/NR WKT AND ALLOCATE INCOME BETWEEN NY AND RESIDENT STATE

COMPLETE NEW YORK NONRESIDENT RETURN AND ALLOCATE TAX

COMPLETE RETURN FOR RESIDENT STATE TO CLAIM RESIDENT CREDIT FOR NY TAX

Page 19: 1 NY 3 NEW YORK TRAINING 2010 NY NONRESIDENT RETURN IT 203 INSTR NY PUB 80 NY PUB 88

19 NY 3 NEW YORK TRAINING 2010

NY NONRESIDENT EXAMPLE

VT RESIDENT AGE 64 NY WAGES $32000 VT WAGES $10000 INTEREST $3000 PENSION $8000 FEDERAL AGI $53000 NY WITHHOLDING $1680

Page 20: 1 NY 3 NEW YORK TRAINING 2010 NY NONRESIDENT RETURN IT 203 INSTR NY PUB 80 NY PUB 88

20 NY 3 NEW YORK TRAINING 2010

DESIGNATE RESIDENT AND NONRESIDENT STATES ON MIS

Page 21: 1 NY 3 NEW YORK TRAINING 2010 NY NONRESIDENT RETURN IT 203 INSTR NY PUB 80 NY PUB 88

21 NY 3 NEW YORK TRAINING 2010

SELECT RES/NR WKTON FORMS TREE

Page 22: 1 NY 3 NEW YORK TRAINING 2010 NY NONRESIDENT RETURN IT 203 INSTR NY PUB 80 NY PUB 88

22 NY 3 NEW YORK TRAINING 2010

INITIAL RES/NR WKT

Page 23: 1 NY 3 NEW YORK TRAINING 2010 NY NONRESIDENT RETURN IT 203 INSTR NY PUB 80 NY PUB 88

23 NY 3 NEW YORK TRAINING 2010

FINAL RES/NR WKT

Page 24: 1 NY 3 NEW YORK TRAINING 2010 NY NONRESIDENT RETURN IT 203 INSTR NY PUB 80 NY PUB 88

24 NY 3 NEW YORK TRAINING 2010

VERIFY NR WKT ENTRIES

Page 25: 1 NY 3 NEW YORK TRAINING 2010 NY NONRESIDENT RETURN IT 203 INSTR NY PUB 80 NY PUB 88

25 NY 3 NEW YORK TRAINING 2010

IT-203 P 1 INCOME

Page 26: 1 NY 3 NEW YORK TRAINING 2010 NY NONRESIDENT RETURN IT 203 INSTR NY PUB 80 NY PUB 88

26 NY 3 NEW YORK TRAINING 2010

IT-203 P 2 NYADDITIONS

FED NY

Page 27: 1 NY 3 NEW YORK TRAINING 2010 NY NONRESIDENT RETURN IT 203 INSTR NY PUB 80 NY PUB 88

27 NY 3 NEW YORK TRAINING 2010

IT-203 P 2NY SUBTRACTIONS

FED NY

Page 28: 1 NY 3 NEW YORK TRAINING 2010 NY NONRESIDENT RETURN IT 203 INSTR NY PUB 80 NY PUB 88

28 NY 3 NEW YORK TRAINING 2010

IT-203 P 2 NY TAXABLE INCOME

Page 29: 1 NY 3 NEW YORK TRAINING 2010 NY NONRESIDENT RETURN IT 203 INSTR NY PUB 80 NY PUB 88

29 NY 3 NEW YORK TRAINING 2010

IT-203 P 3 NY BASE TAX

Page 30: 1 NY 3 NEW YORK TRAINING 2010 NY NONRESIDENT RETURN IT 203 INSTR NY PUB 80 NY PUB 88

30 NY 3 NEW YORK TRAINING 2010

IT-203 P 3 ALLOCATIONOF NY TAX

Page 31: 1 NY 3 NEW YORK TRAINING 2010 NY NONRESIDENT RETURN IT 203 INSTR NY PUB 80 NY PUB 88

31 NY 3 NEW YORK TRAINING 2010

IT 203 SALES TAX AND CONTRIBUTIONS

Page 32: 1 NY 3 NEW YORK TRAINING 2010 NY NONRESIDENT RETURN IT 203 INSTR NY PUB 80 NY PUB 88

32 NY 3 NEW YORK TRAINING 2010

IT-203 P 4 PAYMENTS ANDREFUNDABLE CREDITS

Page 33: 1 NY 3 NEW YORK TRAINING 2010 NY NONRESIDENT RETURN IT 203 INSTR NY PUB 80 NY PUB 88

33 NY 3 NEW YORK TRAINING 2010

IT 203 P 4 TAX DUE/REFUND

Page 34: 1 NY 3 NEW YORK TRAINING 2010 NY NONRESIDENT RETURN IT 203 INSTR NY PUB 80 NY PUB 88

34 NY 3 NEW YORK TRAINING 2010

IT-203 P 4 NONRESIDENT INFORMATION

Page 35: 1 NY 3 NEW YORK TRAINING 2010 NY NONRESIDENT RETURN IT 203 INSTR NY PUB 80 NY PUB 88

35 NY 3 NEW YORK TRAINING 2010

IT 203 PAYMENT/REFUND OPTIONS

Page 36: 1 NY 3 NEW YORK TRAINING 2010 NY NONRESIDENT RETURN IT 203 INSTR NY PUB 80 NY PUB 88

36 NY 3 NEW YORK TRAINING 2010

EFILE AUTHORIZATION

TR-579 EFILE SIGNATURE AUTHORIZATION

Page 37: 1 NY 3 NEW YORK TRAINING 2010 NY NONRESIDENT RETURN IT 203 INSTR NY PUB 80 NY PUB 88

37 NY 3 NEW YORK TRAINING 2010

NONRESIDENT RETURN RECAP

COMPLETE FEDERAL RETURN

SELECT RES/NR WKT AND ALLOCATE INCOME BETWEEN NY AND RESIDENT STATE

COMPLETE NEW YORK NONRESIDENT RETURN BASED ON TOTAL INCOME AND ALLOCATE TAX

COMPLETE RETURN FOR RESIDENT STATE TO CLAIM RESIDENT CREDIT FOR NY TAX

Page 38: 1 NY 3 NEW YORK TRAINING 2010 NY NONRESIDENT RETURN IT 203 INSTR NY PUB 80 NY PUB 88

38 NY 3 NEW YORK TRAINING 2010

NY NONRESIDENT TAX RETURN

QUESTIONS?