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NYC RESIDENT PAID BOTH NYC TAX AND 1127 TAX

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Level 3

Hi,

Please help. One of my client who is a resident of NYC in 2019. He paid nyc tax however employer withheld 1127 tax as well. I completed NYC information in state return . But amount i entered for 1127 in w2 worksheet is not going forward to NYC information worksheet for 1127. I think this is because of i marked NYC resident in state . How do i get the 1127 tax withheld amount bak.

 

Gracemon

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Level 8
Level 8

Sounds like a bit of a mess. because 1127 is non resident (not really a tax) tax and your client was full year NYC resident?

IF that's true you, might try a part year NY return and show him non-resident for 1 day. That may allow the 1127 withholdings to flow...

Truthfully, I'd probably call the NY DOR and ask them if he can efile the IT-201 and then paper-file an 1127 to claim the refund.

(edit: I douibt that Proseries is wired to handle this type of situation).

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Level 8
Level 8

Sounds like a bit of a mess. because 1127 is non resident (not really a tax) tax and your client was full year NYC resident?

IF that's true you, might try a part year NY return and show him non-resident for 1 day. That may allow the 1127 withholdings to flow...

Truthfully, I'd probably call the NY DOR and ask them if he can efile the IT-201 and then paper-file an 1127 to claim the refund.

(edit: I douibt that Proseries is wired to handle this type of situation).

View solution in original post

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Level 3

Thank u . Can i add NYC and 1127 tax together and put it in BOX 19 of W2. 

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Level 3

Hi,

 

Thank you so much. I did NYC non-resident for one day. That helped to flow the 1127 amount. Great help.

 

Respectfully

 

Gracemon

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Level 1

You have to enter the amount withheld on the 1127 form.  Unfortunately, it does not transfer.

On form 1127 section 2 Tax Calculation section line 4

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Level 3

Thank u . Can i add NYC and 1127 tax together and put it in BOX 19 of W2. 

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Level 8
Level 8

<<Can i add NYC and 1127 tax together and put it in BOX 19 of W2. >>

nope. The withholdings should go  go on line 4 of the NYC 1127

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