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Posted

Same girlfriend I'm trying to get filed to fund her IRA. She's a PA resident with PA income and one W-2 from NY for $727.50 and NO withholding, 414H of $22.50. Does she have a NY filing requirement? Income from all sources less than $30,000. Before I call up a NY return on my pay-per-return and can't get it refunded if I don't need it!!!

Posted

Same girlfriend I'm trying to get filed to fund her IRA. She's a PA resident with PA income and one W-2 from NY for $727.50 and NO withholding, 414H of $22.50. Does she have a NY filing requirement? Income from all sources less than $30,000. Before I call up a NY return on my pay-per-return and can't get it refunded if I don't need it!!!

From the TaxBook:

NY filing requirements: NY-source income and New York AGI (federal amount column from form IT-203) exceeds

$3K if single/dependent

$7.5K if single/NOT dependent

$10/5K if HOH

Does this help?

Catherine

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