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Screen NY1127 - New York City Return for Nonresident City Employees (1040)
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Overview
Use this screen to complete Form NYC-1127. If information transferred from UltraTax/1040 doesn't require additional data or coding, UltraTax/1040-NY displays it on the form only, not in the screen.
Employment Information
UltraTax CS uses the information in this section to complete Form NYC-1127. If both the taxpayer and the spouse are Section 1127 employees, enter information for both. If the taxpayer and spouse have different time periods covering the NYC-1127 filing, complete separate Forms NYC-1127 by processing the joint return through Filing Status Optimization. UltraTax-1040-NY doesn't produce both NYC-1127 returns for jointly filed clients. If either the taxpayer or the spouse is a Section 1127 employee, you have the option to file the return using joint amounts or amounts for the Section 1127 employee only. The Nonresident Employee of the City of New York Worksheet compares both filing methods.
New York City department or agency where employed
Enter the department or agency where the taxpayer and/or spouse is employed. UltraTax CS uses this field to determine whether the Section 1127 employee is the taxpayer, the spouse, or both. Form NYC-1127 doesn't calculate if these fields are blank.
Date retired
UltraTax CS uses these fields to calculate line 21 of the Nonresident Employee of the City of New York Worksheet and to complete the date that you retired portion of the Filing Status section of Form NYC-1127. If both taxpayer and spouse are nonresident employees of New York City, the Taxpayer months retired is used. If the months retired result in taxable periods that differ for taxpayer and spouse, file separate Forms NYC-1127 by processing the joint return through Filing Status Optimization.
Dates of
2025
employment by New York CityEnter the
2025
dates of employment. UltraTax CS enters dates in these fields when an entry is made in the New York City department or agency where employed
field; otherwise, if employed for the entire year, enter 1/01/
in the 2025
From
field and 12/31/
in the 2025
To
field. These fields are used to determine the number of months of employment so exemptions and deductions may be properly apportioned on Form NYC-1127. See the calculation at line 21 of the Nonresident Employee of the City of New York Worksheet. If these fields are blank, exemptions and deductions reduce to 0
(zero).Amended
Enter
X
if Form NYC-1127 is being amended. The Amended return checkbox is marked in the heading on Form NYC-1127, Page 1.HHC or treatment for non 1127 spouse
For joint returns, enter
1
to override the Nonresident Employee of the City of New York Worksheet and include the non-Section 1127 spouse. Enter 2
to override system calculation and exclude non-Section 1127 spouse on Form NYC-1127. Enter 3
if the taxpayer or spouse is an employee of the New York City Health and Hospitals Corporation. If 3
is entered in this field, all non-wage income is subtracted from total income leaving the remainder, wages, as taxable for Form NYC-1127 purposes. Override the calculated amount by entering an amount in the Non HHC or non New York City employee income - separate
field in the Income and Adjustments section of this screen.Suppress worksheet
Enter
X
to suppress printing the Nonresident Employee of the City of New York Worksheet. The worksheet prints for returns that differ when filing joint versus separate and for returns that cover less than a 12 month period of time.Denominator for time period covered on line 21 of worksheet
If period of residency and employment are both less than a full year, an adjustment to the number of months calculating on the change of residency may be required.
Extended due date
If either the federal return or the New York State tax return has been extended, documentation evidencing the granting of the extension must be submitted to the New York City Section 1127 unit. Form NYC-1127 must be filed within 15 days after the approved federal or New York State due date. Enter the applicable date here to display on the filing instructions.
Special condition code
Check the Finance website to see if there are any applicable special condition codes for the tax year. If applicable, enter the 2 character code.
Income and Adjustments
Use this section to force (override) the Nonresident Employee of the City of New York Worksheet amounts for partial year, HHC employee, and separate filing.
Adjusted gross income - separate
Enter an amount in this field to override line 1 of the Nonresident Employee of the City of New York Worksheet. UltraTax CS uses the New York State AGI (federal column if filing Form IT-203) multiplied by the percentage of the year covered by this return calculated at the bottom of the worksheet.
Non HHC or non New York City employee income - separate
Enter an amount in this field to override line 2 of the Nonresident Employee of the City of New York Worksheet. Unless code
3
is entered in the HHC or treatment for non 1127 spouse
field, UltraTax CS uses the AGI Worksheet federal (taxpayer or spouse as appropriate) AGI less taxable Social Security, taxable refunds, select subtractions plus select additions. Several additions and subtractions are not available in taxpayer/spouse format. Use this field when certain additions and subtractions aren't included in the calculated amount. If code 3
is entered in the HHC or treatment for non 1127 spouse
field, all non-wage income is used to complete line 2 of the Nonresident Employee of the City of New York Worksheet.Itemized deductions - separate
Enter an amount in this field to override the itemized deduction portion of line 5 of the Nonresident Employee of the City of New York Worksheet. UltraTax CS uses the New York State itemized deductions multiplied by the percentage of the year covered by this return calculated at the bottom of the worksheet.
Exemptions - separate
Enter an amount in this field to override line 6 of the Nonresident Employee of the City of New York Worksheet. UltraTax CS uses the New York State exemptions multiplied by the percentage of the year covered by this return calculated at the bottom of the worksheet.
Taxable income - joint or single / separate
Enter amounts in these fields to override line 8, Joint column or Section 1127 Employee column of the Nonresident Employee of the City of New York Worksheet. UltraTax CS uses the New York State taxable income multiplied by the percentage of the year covered by this return calculated at the bottom of the worksheet for the Joint or Part-year column and if lines 1 through 7 have calculated, uses line 3 less line 7 for the Section 1127 Employee column.
Other New York City taxes reported on Form IT-201 or Form IT-203 - joint or single / separate
Enter amounts in these fields to override line 10, Joint column or Section 1127 Employee column of the Nonresident Employee of the City of New York Worksheet. UltraTax CS uses the New York City minimum tax, plus New York City lump-sum distribution tax, plus New York City tax on capital gain distributions, the total of which is multiplied by the percentage of the year covered by this return calculated at the bottom of the worksheet for the Joint or Part-year column. The Section 1127 Employee column, if lines 1 through 7 calculated, uses the same amount as the Joint or Part-year column multiplied by the line 4 limitation percentage.
Payments
Use this section to override the Nonresident Employee of the City of New York Worksheet amounts for partial year and separate filing and to override the Section 1127 employees' NYC-1127 payments.
New York City school tax credit - joint / separate
Entries in these fields override line 12 of the Nonresident Employee of the City of New York Worksheet.
NYC school tax credit (rate reduction amount) - joint / separate
Entries in these fields override line 12a of the Nonresident Employee of the City of New York Worksheet.
Credit for Unincorporated Business Tax paid - joint / separate
Entries in these fields override line 13 of the Nonresident Employee of the City of New York Worksheet.
New York City household credit - joint / separate
Entries in these fields override line 14 of the Nonresident Employee of the City of New York Worksheet.
New York City claim of right credit - joint / separate
Entries in these fields override line 15 of the Nonresident Employee of the City of New York Worksheet.
New York City earned income credit - joint / separate
Entries in these fields override line 16 of the Nonresident Employee of the City of New York Worksheet.
Other New York City tax - joint / separate
Entries in these fields override line 17 of the Nonresident Employee of the City of New York Worksheet.
Payment pursuant to 1127 agreement
Use this field to override amounts paid entered in the federal W2 screen. Entries in the federal W2 screen, State and City Information section, using city code
27M
, transfer to Schedule A, Expenses subject to 2% AGI. Entries in the federal W2 screen, State and City Information section, using city code 27T
, transfer to Schedule A, State and local tax. If this isn't the desired outcome, enter payments made in these fields to override entries in the federal W2 screen. To access local codes specific to New York, postal code NY
must be entered in the corresponding Postal code
field in box 15 for each line that requires a local entry.New York City child and dependent care credit joint / separate
Entries in these fields override line 18 of the Nonresident Employee of the city of New York worksheet.