NY NYC-1127

[HV Ken]

I have two (no relation or connection to each other - pure coincidence) new clients that came in this week with this scenario....

New client works for "The City of New York", but lives locally (about 70 miles north of Manhattan).

However, W-2 reports no local (NYC) wages or local (NYC) withholding.

We have other clients who work in Yonkers, for example, where there is local wages and withholding reported.

The 2 pages of NY NYC-1127 instructions make it seem like any nonresident employee of the City of New York needs to file this form and is subject to this tax.

If client was subject to this, wouldn't it make sense that there was local withholding on their wages during the year and reported on their W-2? Right now, if we file this form, they are looking at over $2,000 in local NYC taxes to pay. On the surface, something doesn't seem to add up.

Are there any City of New York experts out there that can help?

[michaelmars]

KEN, IF YOU WANT CALL ME, ITS EASIER TO EXPLAIN ON PHONE, still have my number?

[HV Ken]

KEN, IF YOU WANT CALL ME, ITS EASIER TO EXPLAIN ON PHONE, still have my number?

Hi Mike! Nice to hear from you!

No, I don't think I have your number - can you send it to me in a message here (*not* post to this thread) ?

[B. Jani]

The client should have additional w-2 with just 1127 wages and withholding. i have few city of ny clients and always get two w-2.

[michaelmars]

Depending on when you were hired, NYC taxes some employees as iff they were residents, this is the 1127 tax. they get a separate w-2 which shows this as withheld. If you take it on sch a as a deduction there is a NY adustment to itemized expenses for this. Usually filing joint is best but you can elect single for this form only. When collating, watchout for the attachments they ask for.

[HV Ken]

Hi Michael - I called the number you sent me privately and I got some Spanish speaking person...???

I will send you my cell on the private convo we started yesterday.