Final 11-15-2008 NJ Training TY 2008 1
New York State Non-Resident
Joe McFadden
Module NJ 2.5
W-2 With New York Wages
When? Only income is from W-2 Wages and Withholding
Sequence of Tax Returns Preparation: 1. Federal 2. New York 3. New Jersey
Input “NY” in Non-Resident box on Main Info
When entering data on W-2 TaxWise screen, enter “NY” in State Box vs “NJ”
04/21/23 NJ Training TY 2008 2
New York Return NY-IT-203
On page 4, line 74 enter “NO” regarding maintaining living quarters in NY
Refund Section – Check appropriate box Check Page 2 for automatic entries from
Federal input NY Additions, line 20-22 NY Subtractions, line 24-29 NYS Itemized Deductions line “a” to line “n”
04/21/23 NJ Training TY 2008 3
New Jersey Return
Bring up NJ Schedule A screen entitled “Credit For Income Taxes Paid To Other Jurisdictions” Line 1 Insert NY Wages per W-2 (Line 1 of NY IT-
203) and enter “NY” Line 9a Insert Total Tax Liability per NY Return
(Line 50 on NY IT-203) NJ 1040 line 39 now shows credit for tax paid
to NY. Insert “32” in Other Jurisdiction Code block
04/21/23 NJ Training TY 2008 4
414H Withholding on NY W-2
If NY W-2 box 14 shows an amount for “414H”, enter it as “414HSUB” to have it included in NY taxable income This amount is excluded from Federal Income
but is taxable in NY as Income
04/21/23 NJ Training TY 2008 5