NY-3 NY TRAINING- 2009 1 NY RESIDENT TAX CREDIT REF: NYS PUB 99-IND.
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Transcript of NY-3 NY TRAINING- 2009 1 NY RESIDENT TAX CREDIT REF: NYS PUB 99-IND.
NY-3 NY TRAINING-2009
1
NY RESIDENT TAX CREDIT
REF: NYS PUB 99-IND
NY-3 NY TRAINING - 2009
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NY RESIDENT TAX CREDIT
WHEN IS IT AN ISSUE?
WHAT IS IT?
HOW DO WE HANDLE IT?
NY-3 NY TRAINING - 2009
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NY RESIDENT TAX CREDIT
COMPLETE FEDERAL RETURN
ALLOCATE INCOME USING RES/NR WKT
COMPLETE RETURN FOR NONRESIDENT STATE
COMPLETE NY 112R TO DETERMINE RESIDENT CREDIT AND COMPLETE NY 201
NY-3 NY TRAINING - 2009
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RESIDENT CREDIT EXAMPLE
NY RESIDENT AGE 68 NY WAGES $5000 VT WAGES $18000 IRA $2000 FEDERAL AGI $25000 VT WITHHOLDING $600
NY-3 NY TRAINING - 2009
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DEFINE RES & NONRES STATES ON MAIN INFORMATION SHEET
Main Information Sheet
NY-3 NY TRAINING - 2009
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SELECT RES/NR WKT
NY-3 NY TRAINING - 2009
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DESIGNATE NONRES RETURN
NY-3 NY TRAINING - 2009
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RES/NR WKT
NY-3 NY TRAINING - 2009
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VERMONT TAX
NY-3 NY TRAINING - 2009
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IT 201 W/O RESIDENT CREDIT
NY-3 NY TRAINING - 2009
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INITIAL NY IT 112R PART 1
ENTER DATA
NY-3 NY TRAINING - 2009
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COMPLETED NY 112R PART 1 NY VT
NY-3 NY TRAINING - 2009
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NY 112R PART 2
NY-3 NY TRAINING - 2009
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NY 112R PART 3
NY-3 NY TRAINING - 2009
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IT201 W RESIDENT CREDIT
NY-3 NY TRAINING - 2009
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IT 201 SALES TAX AND CONTRIBUTIONS
NY-3 NY TRAINING - 2009
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IT 201 PAYMENTS AND REFUNDABLE CREDITS
NY-3 NY TRAINING - 2009
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IT 201 TAX DUE/REFUND
NY-3 NY TRAINING - 2009
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IT 201 REFUND/PAYMENT INFORMATION
NY-3 NY TRAINING - 2009
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EFILE AUTHORIZATION
TR-579 EFILE SIGNATURE AUTHORIZATION
NY-3 NY TRAINING - 2009
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NY RESIDENT TAX CREDIT
COMPLETE FEDERAL RETURN
ALLOCATE INCOME USING RES/NR WKT
COMPLETE RETURN FOR NONRESIDENT STATE
COMPLETE NY 112R TO DETERMINE RESIDENT CREDIT AND COMPLETE NY 201
NY-3 NY TRAINING - 2009
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NY RESIDENT TAX CREDIT
QUESTIONS?