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Screen NYW2 - New York Wages and Wage Allocation (1040)

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Overview

UltraTax CS transfers wages, wage adjustments, and city withholding amounts to the NYW2 screen from the W-2 facsimile section of the federal W2 screen. Use this screen to verify the amounts to be reported as state and/or city wages, city withholding, New York IRC125, health insurance and the welfare benefit fund surcharge addition adjustments, or Section 414(h) contributions addition adjustments. Fields are also provided in this screen for the allocation of wages into (postal codes other than
NY
) or out of the state (postal codes blank or
NY
), and into or out of Yonkers on nonresident and part-year returns. State allocations transfer to the New York AGI Worksheet. City allocations transfer to Form Y-203 or its respective worksheet. If information transferred from UltraTax/1040 doesn't require additional data or coding, UltraTax/1040-NY shows it on the form only, not in the screen.

General Employment Information

Use this section to verify the amounts for state and/or city wages, city withholding, New York IRC125, health insurance and the welfare benefit fund surcharge addition adjustments, or Section 414(h) contributions addition adjustments. Amounts in this section are transferred from the federal W2 screen.
Public employee 414(h) contribution / … / START-UP NY wages
The amounts shown in these fields are transferred from the statement window attached to the
Box 14 Other
 field in the federal W2 screen with postal code
NY
. You can't change the amounts in these fields from this screen. If changes are necessary, use the federal W2 screen to make the changes. Refer to the discussion of the federal W2 screen for more information regarding the
Box 14 Other
 field.

State and Local Amounts

Use this section to verify the amounts for state and/or city wages, city withholding, New York IRC125, health insurance and the welfare benefit fund surcharge addition adjustments, or Section 414(h) contributions addition adjustments. Amounts in the NY Wages General Information section are transferred from the federal W2 screen.
State wages
The amounts shown in these fields are used to calculate New York wages. Adjustments to federal wages for a resident (other than those shown in the
Additions to wages
 fields) should be made in the
Other additions
 or
Other subtractions
 fields in the NYAdj screen.
City wages
Use the amounts shown in these fields to calculate city of Yonkers source wages for city nonresidents or part-year residents on Form Y-203. Amounts in these fields aren't used to calculate Form IT-360.1.

Nonresident Allocation - General Days or Volume

Use this section to allocate wages on a nonresident or part-year resident return that were earned partly inside and partly outside the city of Yonkers or the state of New York. The information provided in this section calculates portions of Forms IT-203-B and/or Y-203.
Employment: from / to
Enter the full dates of employment with this employer for this year (not just the days in New York) if the allocation is based on days worked inside the state / city. UltraTax CS defaults to the total amount of days in the year if these fields are blank. If part-year dates are entered in the NYNRPY screen, the total days in the year are limited to the employment period that falls within the nonresident period.
Total days employed as nonresident
UltraTax CS will calculate the number of days based on the dates entered on this screen and on the NRPY screen.
Nonworking days
Enter the number of nonworking days in the appropriate fields. The
Saturdays and Sundays
 fields default to the total number in a full year if blank. Don't count any Saturdays or Sundays during which the employee actually worked. Use care to enter only those Saturdays and Sundays that coincide with the taxpayer’s nonresidency period. In addition, if the taxpayer’s employment was for less than the entire year, enter only those Saturdays and Sundays that coincide with both the nonresidency period and employment period. UltraTax CS will calculate the available Saturdays and Sundays based on the nonresidency period. This amount can be adjusted as applicable.
Volume allocation
If you want to allocate wages based on the volume of business transacted, enter the total volume transacted in all locations in this field. Use this field to represent the denominator of the allocation ratio if the basis of allocation is other than days worked or the volume of business transacted. For example, if allocation is based on mileage, enter in this field the total mileage driven to/from all locations.

State Nonresident Wage Allocation - State Days or Volume

Use this section to allocate wages on a nonresident or part-year resident return that were earned partly inside and partly outside the state of New York. The information provided in this section is reported on Form IT-203-B.
Wages earned as a NY resident
To allocate wages for a part year resident, enter the amount of income earned during the period of residency. UltraTax CS will subtract this from the state wage and enter the result in the
Nonresident wages to allocate
 fields.
Nonresident wages to allocate
UltraTax CS will calculate the amount entered in this field for wages entered with the
NY
 postal code. Nonresident wages will be transferred from the state wages field entered above, reduced by the amount entered as wages earned as a NY resident for part year returns. Wages for income from other state postal codes should be entered as applicable.
Remaining working days to allocate
To allocate wages for a nonresident, UltraTax CS will calculate the number of days available based on the
Total days employed as nonresident
 field, less the nonworking days entered in the previous  Nonresident Allocation section.
Days worked out of state
If allocating wages based on days, enter the number of days that the taxpayer / spouse worked in a location outside of the state of New York while a nonresident.
Days worked in the home
Of the number of days entered in the
Days worked out of state
 field, enter the number of days that were worked in the employee’s home.
State volume
When allocating wages based on the volume of business transacted, enter the volume of business that was transacted inside New York State. When using a basis other than days worked or volume of business transacted, enter the amount that represents the numerator of the allocation ratio in this field. For example, if allocation is based on mileage, enter the total mileage driven within New York State in this field. Use the statement window to provide a detailed explanation when using an allocation method not based on days.

Yonkers Nonresident Wage Allocation - City Days or Volume

Use this section to allocate wages on a nonresident or part-year resident return that were earned partly inside and partly outside the city of Yonkers. The information provided in this section is reported on Form Y-203.
Wages earned as a YON resident
If you want to allocate wages for a part-year resident, enter the amount of income earned during the period of residency. UltraTax CS will subtract this from the
City wages
 and enter the result in the
Nonresident wages to allocate
 fields.
Nonresident wages to allocate
UltraTax CS will calculate the amount entered in this field for city wages entered with the
YON
 postal code. Nonresident wages will be transferred from the
City wages
 field entered previously, reduced by the amount entered as
Wages earned as a YON resident
 for part-year returns.
Remaining working days to allocate
To allocate wages for a nonresident, UltraTax CS will calculate the number of days available based on the
Total days employed as nonresident
 field, less the nonworking days entered in the previous Nonresident Allocation section.
Days worked out of city
If allocating wages based on days, enter the number of days that the taxpayer / spouse worked in a location outside of Yonkers.
Days worked in the home
Of the number of days entered in the
Days worked out of city
 field, enter the number of days that were worked in the employee’s home.
Volume allocation: City volume
When allocating wages based on the volume of business transacted, enter the portion of the total volume of business that was transacted inside Yonkers. When using a basis other than days worked or the volume of business transacted, use this field to enter the amount that represents the numerator of the allocation ratio. For example, if allocation is based on mileage, enter the portion of the total mileage driven within the city in this field. Use the statement window to provide a detailed explanation when using an allocation method not based on days.

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