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

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?