I am a TX CPA and never done a NY st return. I have a client jt return - He lives in Rensselaer,NY, she lives in TX. All his income in NY, hers in TX. Dilemma how to go about filing NY. If you are a CPA in NY please HELP call billy 817.595.1982
New York has a pub that covers this: http://www.tax.state.ny.us/pdf...
If you are married and filing a joint federal income tax return and one
spouse is a New York State resident and the other is a nonresident or
part-year resident, you are required to file separate New York State
returns. The resident spouse must use Form IT-150, Resident Income
Tax Return (short form), or Form IT-201, Resident Income Tax Return
(long form). The nonresident or part-year resident spouse, if required to
file a New York State return, must use Form IT-203. However, if you
choose to file a joint New York State tax return, both spouses’ income
will be taxed as full-year residents of New York State.
For the Lacerte input, you'll want to do a MFJ file, coding everything T or S, for Federal. Then split the return, and create a husband-only MFS file for NY.
Phoebe,
Thanks. This confirms my findings and I have done as you said.
Billy49
