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Drphibes
Level 6
December 6, 2022
Question

New York State return both taxpayers non-residents

  • December 6, 2022
  • 1 reply
  • 11 views

Have a couple that live/work in CA full time. She has a new position from a company in NY where she stays in CA operating out of office in home. NY law says she is taxed in NY as a non-resident. I am trying to get Lacerte to create a non-resident MFS return for NY for her. Otherwise the NY return wants to add both of their incomes together, create tax, the apportion the tax based on the NY income ratio leading to higher tax. I can't get the program to do this. Any clues? Thanks in advance!

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1 reply

sjrcpa
Level 15
December 6, 2022

If they file MFJ for federal I think you have to file MFJ for NY. Have you checked the instructions for nonresident returns?

The more I know the more I don’t know.
Drphibes
DrphibesAuthor
Level 6
December 6, 2022

The instructions speak of doing a MFS return but I can't figure out how to make Lacerte do it. Thanks for the reply so far.