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- how to amend 2 states for correct residency status
how to amend 2 states for correct residency status
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ljr
Level 9
Monday
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new client in 2024 - when reviewing 2023 return I see that the entire return is basically incorrect. Most of the errors will be easy to fix but the prior accountant who was only used in 2023 had her as a resident of New Jersey using her 2nd home address as her primary residency and did a nonresident New York return.
She is and always has been a NYC resident. Not sure how to amend it from a NY-203 to a NY-201 in proseries. Will just doing the 201 as a full year resident and nyc full year resident override the non- resident return. I can't get the 201-x to work right now as there is no 201 return.
I think NJ will work just switching the status on the info worksheet.
Any thoughts? I have a call into NYS but my friend google says just do the 201, explain and mail
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ljr
Level 9
Monday
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update - NYS says to do the IT-201 - it will get looked at because the IT-203 is on file. Can send along a note why filing with the return but would most likely get a letter anyway that would need to be responded to.
Skylane
Level 11
Monday
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If you have the incorrect IT203 set up in Proseries as filed, you can activate IT-201X to make the amendment. and then make whatever other changes you need to.... Income info should transfer correctly once you select correct county/school district info. On it-201-x page 6 they as reason for amending. Select N - Other and tell them it was incorreclty filed as IT-203. Should be able to efile .... but w/ Proseries... one never knows.... do one?
edit.. note... once you activate the IT-201X you have to go back to the NY info worksheet and make appropriate changes...I tried one and it seems to werk pretty well. .
If at first you don’t succeed…..find a workaround
