1. NY-3 NY TRAINING-2009 1 IT 201 NEW YORK STATE RESIDENT RETURN REFS NYS PUB 80 NYS PUB 99-IND IT-201 INSTR

2. NY-3 NY TRAINING - 2009 2 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

3. NY IT-201 Pg 1

4. NY IT-201 Pg 2

5. NY IT-201 Pg 3

6. NY IT-201 Pg 4

7. NY-3 NY TRAINING - 2009 7 IT 201 PAGE BY PAGE  PAGE 1  PERSONAL INFORMATION  FEDERAL AGI  PAGE 2  NY ADDITIONS  NY SUBTRACTIONS  DEDUCTION AND EXEMPTIONS

8. NY-3 NY TRAINING - 2009 8 IT 201 PAGE BY PAGE  PAGE 3  TAX CALCULATION  NONREFUNDABLE CREDITS  SALES TAX & CONTRIBUTIONS  PAGE 4  REFUNDABLE CREDITS  TAX DUE/REFUND

9. NY-3 NY TRAINING - 2009 9 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

10. NY-3 NY TRAINING - 2009 10 IT 201 SCHOOL AND COUNTY ENTRIES

11. NY-3 NY TRAINING - 2009 11 SCHOOL DISTRICT NAMES AND CODES  F1 KEY IN ANY OF THE 3 BOXES  EXPAND NEW YORK CODES (+)  SELECT COUNTY AND SCHOOL DISTRICT CODES

12. NY-3 NY TRAINING - 2009 12 IT 201 NYC RESIDENCY ENTRIES

13. NY-3 NY TRAINING - 2009 13 IT 201 INCOME

14. NY-3 NY TRAINING - 2009 14 NY AGI  NY AGI=FEDERAL AGI  +NY ADDITIONS  -NY SUBTRACTIONS

15. NY-3 NY TRAINING - 2009 15 NY ADDITIONS  NON NY MUNI INTEREST  PUBLIC EMPLOYEE 414H CONTBUTIONS  NONQUALIFIED NY 529 COLLEGE SAVINGS DISTRIBUTIONS  NYC FLEXIBLE BENEFITS PROGRAM IRC 125

16. NY-3 NY TRAINING - 2009 16 MUNI FUND 1099-INT FIDELITY MUNI FUND 82 DEVONSHIRE STREET BOSTON MA 02109 5000.00 JOHN SMITH 200 MAIN STREET ALBANY NY 12206

17. NY-3 NY TRAINING - 2009 17 TAXWISE INTEREST STATEMENT

18. NY-3 NY TRAINING - 2009 18 IT 201ADDITIONS NON-NY MUNI

19. NY-3 NY TRAINING - 2009 19 414H ON W-2 STATE OF NEW YORK 100 STATE STREET ALBANY NY 12206 414H 1000 JOHN SMITH 200 MAIN STREET ALBANY NY 12206

20. NY-3 NY TRAINING - 2009 20 ENTERING 414H ON W2 IN TAXWISE

21. NY-3 NY TRAINING - 2009 21 IT 201 ADDITIONS 414(h)

22. NY-3 NY TRAINING - 2009 22 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

23. NY-3 NY TRAINING - 2009 23 NY SUBTRACTIONS  TAXABLE STATE INCOME TAX REFUNDS  PUBLIC PENSION EXEMPTION  TAXABLE SOCIAL SECURITY  US GOVERNMENT BOND INTEREST  PRIVATE PENSION EXCLUSION  529 PLAN CONTRIBUTIONS

24. NY-3 NY TRAINING - 2009 24 LOCAL BANK 1099-INT LOCAL BANK 25 CHURCH STREET ALBANY NY 12206 JOHN SMITH 200 MAIN ST ALBANY NY 12206 1000.00 500.00

25. NY-3 NY TRAINING - 2009 25 TAXWISE INTEREST STATEMENT

26. NY-3 NY TRAINING - 2009 26 IT 201 SUBTRACTIONS US GOVT BOND INTEREST

27. NY-3 NY TRAINING - 2009 27 PUBLIC PENSION 1099R IN TAXWISE

28. NY-3 NY TRAINING - 2009 28 IT 201 SUBTRACTIONS US GOVT PENSION

29. NY-3 NY TRAINING - 2009 29 PRIVATE PENSION 1099R IN TAXWISE

30. NY-3 NY TRAINING - 2009 30 IT 201 SUBTRACTIONS PRIVATE PENSION

31. NY-3 NY TRAINING - 2009 31 IT 201NY AGI

32. NY-3 NY TRAINING - 2009 32 NY TAXABLE INCOME  NY TAXABLE INCOME=  NY AGI  -DEDUCTION  -DEPENDENT EXEMPTIONS

33. NY-3 NY TRAINING - 2009 33 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

34. NY-3 NY TRAINING - 2009 34 ITEMIZED OR STD?  FEDERAL STATE  STD STD  ITEMIZED LARGER

35. NY-3 NY TRAINING - 2009 35 IT 201DEDUCTION AND EXEMPTION(S)

36. NY-3 NY TRAINING - 2009 36 NEW YORK STATE CREDITS NONREFUNDABLE CREDITS REFUNDABLE CREDITS

37. NY-3 NY TRAINING - 2009 37 IT 201 TAX AND NONREFUNDABLE CREDITS AUTOMATIC

38. NY-3 NY TRAINING - 2009 38 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

39. NY-3 NY TRAINING - 2009 39 IT 201 SALES TAX AND CONTRIBUTIONS

40. NY-3 NY TRAINING - 2009 40 IT 201 REFUNDABLE CREDITS

41. NY-3 NY TRAINING - 2009 41 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

42. NY-3 NY TRAINING - 2009 42 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

43. NY-3 NY TRAINING - 2009 43 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

44. NY-3 NY TRAINING - 2009 44 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

45. NY-3 NY TRAINING - 2009 45 IT 201 PAYMENTS AND REFUNDABLE CREDITS

46. NY-3 NY TRAINING - 2009 46 TAX DUE/REFUND

47. NY-3 NY TRAINING - 2009 47 PAYMENT/DEPOSIT INFORMATION

48. NY-3 NY TRAINING - 2009 48 EFILE AUTHORIZATION TR-579 EFILE SIGNATURE AUTHORIZATION

49. NY-3 NY TRAINING - 2009 49 CREDITS IN INDIVIDUAL FILES  RESIDENT CREDIT IT 112R  REAL PROPERTY TAX CREDIT IT 214  COLLEGE TUITION CREDIT IT 272

50. NY-3 NY TRAINING - 2009 50 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

51. NY-3 NY TRAINING - 2009 51 CREDITS NOT AVAILABLE IN TAXWISE 2008  CLEAN HEATING FUEL IT 241  CONSERVATION EASEMENT IT 242  DEFIBRILLATOR IT 250

52. NY-3 NY TRAINING - 2009 52 IT 201 NEW YORK STATE RESIDENT RETURN QUESTIONS? REFS NYS PUB 80 NYS PUB 99-IND IT-201 INSTR