Got a part year NY return coming up. Any tips would be appreciated!

[Abby Normal]

Client moved from sunny FL to upstate NY. I know, crazy, right?

Anyway, after the struggle I had with a part-year MA return a few days ago, I thought I'd ask for tips.

Thank you in advance!

 

[FDNY]

Much less of a struggle than MA, in fact a walk in the park.  If your people are retired there is an up to $20,000 pension and annuity exclusion each, for the period they were NY residents if over 59 1/2, includes IRAs.

Don't they know it snows up there....a lot.

[schirallicpa]

oh no - who moves to NY????

Yes - NY IT-203 is pretty straight forward.  But you if end up with specifics, post again!

 

[Abby Normal]

Well, that's good to hear! Not retired. Divorced and still working college professor.

Thanks to you both!

[mcb39]

15 hours ago, FDNY said:

Much less of a struggle than MA, in fact a walk in the park.  If your people are retired there is an up to $20,000 pension and annuity exclusion each, for the period they were NY residents if over 59 1/2, includes IRAs.

Don't they know it snows up there....a lot.

Please check your PMs.   NY is still driving me nuts. 

[michaelmars]

where does he teach?  any pensions from NYS are NY tax free and have to be adjusted out.  Don't forget moving expenses btw.  If he is part year resident, click the button and may the Sales tax that gets added on.  Its audit protection against NY auditing his out of state and on line purchases for Use tax.