NY Preparers

[ILLMAS]

I have a client that moved to NY (Bronx) and had state and local (NYC) taxes withheld as part-time resident, I have answered questions on page 1 of form IT-203 however the NYC taxes are being refunded.  I have an understanding NYC taxes you if you work there, if you work remotely etc...  I'm I missing something like having to file NYC tax return or TP is not subject to the tax due to not living in the City, any guidance would be appreciated.

Thank you,

 

[G2R]

Did you complete a IT 360.1?

Also, be sure on page one of IT-201, question E & F correctly with days and months.

[Catherine]

Paging @Lion EA as I know she does a bunch of NY returns.

[FDNY]

You are correct on using IT-203 and yes, you need NY IT 360.1 to enter the wages paid for NYC resident period.

Also, I assume you entered the NYC amounts on the W2 worksheet for local wages and local tax.

BTW, we call it "The Bronx"

[Lion EA]

NYC taxes only NYC residents. NYS taxes NYS residents and non-residents; NYS taxes non-residents only on NYS-sourced income. FDNY sums up your situation well.

(I don't like NY nor CA returns, and have been reducing those clients when I can, such as the client being a PITA and not just their NRPY returns being a PITA. Or the clients fleeing NY and CA. Finally got rid of my OH clients.)