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Generating NY Form IT-360.1 separately for taxpayer or spouse

SOLVEDby IntuitLacerte Tax6Updated September 13, 2021

This article explains what to do if taxpayers are filing as Married, Filing Jointly (MFJ) on a New York state return and only one spouse had a New York City change of resident status.

There's currently no way to e-file a joint state return that reports both a full-year resident's tax and a part-year resident's tax.

  • The spouse who changed city residence must complete Form IT‑360.1 and submit it with Form IT‑201.
  • The other spouse, if a full-year resident, must compute a separate New York City resident tax for the entire tax year on Form IT-201.

To create two MFS state returns using Lacerte

  1. Complete a MFJ return for federal purposes.
  2. Mark the return for MFS vs MFJ Comparison.
    1. Go to Screen 1, Client Information.
    2. Locate the Filing Status section.
    3. Check the box for MFJ vs MFS Comparison.
    4. Review the MFJ/MFS Worksheet in the Forms view to confirm amounts going to each taxpayer.
  3. Split the return to create two filings.
    1. Click the Tools dropdown menu.
    2. Select Split Joint Return....
    3. Click OK after reviewing the two new files that will be created.
  4. Complete and e-file a MFS NY return for the taxpayer.
  5. Complete and e-file a MFS NY return for the spouse.

For more information, see instructions for New York State Form IT-360.1

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