new york state non-resident

Final 11-15-2008 NJ Training TY 2008 1

New York State Non-Resident

Joe McFadden

Module NJ 2.5

W-2 With New York Wages

When? Only income is from W-2 Wages and Withholding

Sequence of Tax Returns Preparation: 1. Federal 2. New York 3. New Jersey

Input “NY” in Non-Resident box on Main Info

When entering data on W-2 TaxWise screen, enter “NY” in State Box vs “NJ”

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New York Return NY-IT-203

On page 4, line 74 enter “NO” regarding maintaining living quarters in NY

Refund Section – Check appropriate box Check Page 2 for automatic entries from

Federal input NY Additions, line 20-22 NY Subtractions, line 24-29 NYS Itemized Deductions line “a” to line “n”

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New Jersey Return

Bring up NJ Schedule A screen entitled “Credit For Income Taxes Paid To Other Jurisdictions” Line 1 Insert NY Wages per W-2 (Line 1 of NY IT-

203) and enter “NY” Line 9a Insert Total Tax Liability per NY Return

(Line 50 on NY IT-203) NJ 1040 line 39 now shows credit for tax paid

to NY. Insert “32” in Other Jurisdiction Code block

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414H Withholding on NY W-2

If NY W-2 box 14 shows an amount for “414H”, enter it as “414HSUB” to have it included in NY taxable income This amount is excluded from Federal Income

but is taxable in NY as Income

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