NY-3 NY TRAINING IT 201 NEW YORK STATE RESIDENT RETURN REFS NYS PUB 80 NYS PUB 99-IND IT-201 INSTR

NY-3 NY TRAINING YOU MUST FILE A NY RETURN IF  YOU FILE A FEDERAL RETURN OR  FEDERAL AGI+NY ADDITIONS IS AT LEAST $4,000 ($3,000 IF DEPENDENT) OR  YOU WANT TO CLAIM A REFUND OR  YOU WANT TO CLAIM A CREDIT

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NY-3 NY TRAINING IT 201 PAGE BY PAGE  PAGE 1  PERSONAL INFORMATION  FEDERAL AGI  PAGE 2  NY ADDITIONS  NY SUBTRACTIONS  DEDUCTION AND EXEMPTIONS

NY-3 NY TRAINING IT 201 PAGE BY PAGE  PAGE 3  TAX CALCULATION  NONREFUNDABLE CREDITS  SALES TAX & CONTRIBUTIONS  PAGE 4  REFUNDABLE CREDITS  TAX DUE/REFUND

NY-3 NY TRAINING RESIDENT RETURN EXAMPLE  JOINT RETURN, DEPENDENT AGE 9  FEDERALLY TAXABLE WAGES $12,000  414(h) CONTRIBUTION $1,000  BANK INTEREST $1000  US GOV. BOND INTEREST $500  FIDELITY MUNI INTEREST $5,000  FEDERAL PENSION $15,000  PRIVATE PENSION $7,000  FEDERAL AGI $35,500

NY-3 NY TRAINING IT 201 SCHOOL AND COUNTY ENTRIES

NY-3 NY TRAINING SCHOOL DISTRICT NAMES AND CODES  F1 KEY IN ANY OF THE 3 BOXES  EXPAND NEW YORK CODES (+)  SELECT COUNTY AND SCHOOL DISTRICT CODES

NY-3 NY TRAINING IT 201 NYC RESIDENCY ENTRIES

NY-3 NY TRAINING IT 201 INCOME

NY-3 NY TRAINING NY AGI  NY AGI=FEDERAL AGI  +NY ADDITIONS  -NY SUBTRACTIONS

NY-3 NY TRAINING NY ADDITIONS  NON NY MUNI INTEREST  PUBLIC EMPLOYEE 414H CONTBUTIONS  NONQUALIFIED NY 529 COLLEGE SAVINGS DISTRIBUTIONS  NYC FLEXIBLE BENEFITS PROGRAM IRC 125

NY-3 NY TRAINING MUNI FUND 1099-INT FIDELITY MUNI FUND 82 DEVONSHIRE STREET BOSTON MA JOHN SMITH 200 MAIN STREET ALBANY NY 12206

NY-3 NY TRAINING TAXWISE INTEREST STATEMENT

NY-3 NY TRAINING IT 201ADDITIONS NON-NY MUNI

NY-3 NY TRAINING H ON W-2 STATE OF NEW YORK 100 STATE STREET ALBANY NY H 1000 JOHN SMITH 200 MAIN STREET ALBANY NY 12206

NY-3 NY TRAINING ENTERING 414H ON W2 IN TAXWISE

NY-3 NY TRAINING IT 201 ADDITIONS 414(h)

NY-3 NY TRAINING NYC IRC 125 BENEFITS  NEW YORK CITY EMPLOYEES FLEXIBLE PROGRAM  BOX 14 OF PAPER W-2 REPORTS AMOUNT OF IRC 125 BENEFITS  ENTER IRC125S AND AMOUNT IN BOX 14 OF W-2  TAXWISE ENTERS AMOUNT ON LINE 23 OF IT201 WITH CODE A-3

NY-3 NY TRAINING NY SUBTRACTIONS  TAXABLE STATE INCOME TAX REFUNDS  PUBLIC PENSION EXEMPTION  TAXABLE SOCIAL SECURITY  US GOVERNMENT BOND INTEREST  PRIVATE PENSION EXCLUSION  529 PLAN CONTRIBUTIONS

NY-3 NY TRAINING LOCAL BANK 1099-INT LOCAL BANK 25 CHURCH STREET ALBANY NY JOHN SMITH 200 MAIN ST ALBANY NY

NY-3 NY TRAINING TAXWISE INTEREST STATEMENT

NY-3 NY TRAINING IT 201 SUBTRACTIONS US GOVT BOND INTEREST

NY-3 NY TRAINING PUBLIC PENSION 1099R IN TAXWISE

NY-3 NY TRAINING IT 201 SUBTRACTIONS US GOVT PENSION

NY-3 NY TRAINING PRIVATE PENSION 1099R IN TAXWISE

NY-3 NY TRAINING IT 201 SUBTRACTIONS PRIVATE PENSION

NY-3 NY TRAINING IT 201NY AGI

NY-3 NY TRAINING NY TAXABLE INCOME  NY TAXABLE INCOME=  NY AGI  -DEDUCTION  -DEPENDENT EXEMPTIONS

NY-3 NY TRAINING NY STANDARD DEDUCTIONS  SINGLE (Dependent)$3000  SINGLE $7500  MARRIED – JOINT $15,000  MARRIED – SEPARATE$7500  HEAD OF HOUSEHOLD $10,500  QUALIFYING WIDOW(ER) $15,000

NY-3 NY TRAINING ITEMIZED OR STD?  FEDERAL STATE  STD STD  ITEMIZED LARGER

NY-3 NY TRAINING IT 201DEDUCTION AND EXEMPTION(S)

NY-3 NY TRAINING NEW YORK STATE CREDITS NONREFUNDABLE CREDITS REFUNDABLE CREDITS

NY-3 NY TRAINING IT 201 TAX AND NONREFUNDABLE CREDITS AUTOMATIC

NY-3 NY TRAINING HOUSEHOLD AND RESIDENT CREDITS  HOUSEHOLD CREDIT  AUTOMATIC IN TAXWISE  INCOME, STATUS, DEPENDENTS  NON REFUNDABLE  RESIDENT CREDIT 112R  INCOME TAX PAID TO ANOTHER STATE  NONREFUNDABLE  SEE SEPARATE FILE

NY-3 NY TRAINING IT 201 SALES TAX AND CONTRIBUTIONS

NY-3 NY TRAINING IT 201 REFUNDABLE CREDITS

NY-3 NY TRAINING EMPIRE STATE CHILD CREDIT IT 213  AUTOMATIC IN TAXWISE  FULL YEAR RESIDENT ONLY  FEDERAL CHILD TAX CREDIT OR ADDITIONAL CHILD TAX CREDIT OR INCOME BELOW FEDERAL CAP  CHILD AGE 4 TO 16  33% OF FEDERAL CREDIT

NY-3 NY TRAINING CHILD & DEPENDENT CARE CREDIT IT-216  AUTOMATIC IN TAXWISE  FEDERAL CHILD AND DEP. CARE  RES, PY RES, NONRES  FEDERAL RULES: USUALLY ELIMINATE MARRIED FILING SEPARATE  A PERCENTAGE OF FEDERAL CREDIT  REFUNDABLE TO FULL AND PY RESIDENTS  NONREFUNDABLE TO NONRESIDENTS  ADDITIONAL CREDIT FOR NYC RESIDENTS

NY-3 NY TRAINING EARNED INCOME CREDIT IT-215  AUTOMATIC IN TAXWISE  MUST CLAIM FEDERAL EIC  NOT MARRIED FILING SEPARATE  RES AND PY RES ONLY  30% OF FEDERAL CREDIT LESS  HOUSEHOLD CREDIT  ADDITIONAL CREDIT FOR NYC RESIDENTS

NY-3 NY TRAINING NON-CUSTODIAL PARENT EIC IT-209  SEE NY CREDITS FILE  NOT MARRIED FILING SEPARATE  CHILD DID NOT RESIDE WITH TAXPAYER  FULL YEAR RESIDENT ONLY  AGE 18 OR OLDER  CHILD UNDER 18  MUST PAY CHILD SUPPORT  COURT ORDER AND COLLECTION UNIT  ADDITIONAL CREDIT FOR NYC RESIDENTS

NY-3 NY TRAINING IT 201 PAYMENTS AND REFUNDABLE CREDITS

NY-3 NY TRAINING TAX DUE/REFUND

NY-3 NY TRAINING PAYMENT/DEPOSIT INFORMATION

NY-3 NY TRAINING EFILE AUTHORIZATION TR-579 EFILE SIGNATURE AUTHORIZATION

NY-3 NY TRAINING CREDITS IN INDIVIDUAL FILES  RESIDENT CREDIT IT 112R  REAL PROPERTY TAX CREDIT IT 214  COLLEGE TUITION CREDIT IT 272

NY-3 NY TRAINING CREDITS IN NY CREDITS FILE  VOLUNTEER FIREFIGHTER & AMBULANCE WORKER CREDIT IT 245  LONG TERM CARE INSURANCE CREDIT  IT 249  NURSING HOME ASSESSMENT CREDIT  IT 258

NY-3 NY TRAINING CREDITS NOT AVAILABLE IN TAXWISE 2008  CLEAN HEATING FUEL IT 241  CONSERVATION EASEMENT IT 242  DEFIBRILLATOR IT 250

NY-3 NY TRAINING IT 201 NEW YORK STATE RESIDENT RETURN QUESTIONS? REFS NYS PUB 80 NYS PUB 99-IND IT-201 INSTR