Interesting handling of W2s for NY State this tax year

#6 01-07-2006, 02:17 AM

- quote -

> > > > A new form for NYS requires you to fill in all the blanks
> > > > from a Federal W-2, and NOT to send the state copy in with
> > > > your return. ... Each so-called IT-2 form has
> > > > spaces for about 4 W2 entries; one checks off whether or not
> > > > the form is for the 'taxpayer' or 'spouse'.

> will the efile pgms carryover the info?

N/A. The IT-2 and IT-1099 forms are not required for
e-files returns. (What would you do with them?)

--
Don EA in Upstate NY

<< ================================================== ===== > << The foregoing is intended for educational purposes only > << and does NOT constitute legal OR professional advice. > << > << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org. > << Copyright (2005) - All rights reserved. > << ================================================== ===== >

#5 01-05-2006, 05:05 PM

Mark Rigotti wrote:
- quote -

> "Andrew" <andrew[at]jkl.com> wrote:

> > A new form for NYS requires you to fill in all the blanks
> > from a Federal W-2, and NOT to send the state copy in with
> > your return. I suppose this is to avoid having them have
> > to do the manual data entry? Each so-called IT-2 form has
> > spaces for about 4 W2 entries; one checks off whether or not
> > the form is for the 'taxpayer' or 'spouse'.
> > > Any other state do it like this? A first for NY in t/y 2005.
> > > The name of the new NY form is 'IT-2'.
> > > More curious than anything else.

> Michigan has been doing it this way for about 3-4 years. No
> real problems but then again we also have mandated e-filing
> for paid tax preparers here.

Ah yes. Thanks Mark - And NYS also is introducing mandatory
efiling rules for certain preparers (largely based on the
number of returns they handle, I believe) this year as well.
That's probably "part of the ticket". There's also a new form
for taxpayers to opt-out of efiling if using one of these
mandatory paid preparers that ordinarily would have had to
efile their clients return.

Gee - I thought this efile thing was supposed to make things
simpler? But what do I know, I'm only an amateur.

--
----------------------------- Regards -

- Andrew

<< ================================================== ===== > << The foregoing is intended for educational purposes only > << and does NOT constitute legal OR professional advice. > << > << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org. > << Copyright (2005) - All rights reserved. > << ================================================== ===== >

#4 01-05-2006, 04:11 AM

Originator: rdadams[at]smart.net
X-Complaints-To: abuse[at]supernews.com
Lines: 8
Xref: number1.nntp.dca.giganews.com misc.taxes.moderated:175311

<< ================================================== ===== > << The foregoing is intended for educational purposes only > << and does NOT constitute legal OR professional advice. > << > << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org. > << Copyright (2005) - All rights reserved. > << ================================================== ===== >

#3 01-05-2006, 04:09 AM

- quote -

> > > A new form for NYS requires you to fill in all the blanks
> > > from a Federal W-2, and NOT to send the state copy in with
> > > your return. I suppose this is to avoid having them have
> > > to do the manual data entry? Each so-called IT-2 form has
> > > spaces for about 4 W2 entries; one checks off whether or not
> > > the form is for the 'taxpayer' or 'spouse'.

> > I can't quite believe this. We also have to fill in a new
> > NY-specific form, IT-1099-R.

> But no more complaining that e-file requires more data entry
> than paper forms. They evened it up.

will the efile pgms carryover the info?

bill

a student of Don EA

<< ================================================== ===== > << The foregoing is intended for educational purposes only > << and does NOT constitute legal OR professional advice. > << > << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org. > << Copyright (2005) - All rights reserved. > << ================================================== ===== >

#2 01-05-2006, 01:52 AM

"Andrew" <andrew[at]jkl.com> wrote:

- quote -

> A new form for NYS requires you to fill in all the blanks
> from a Federal W-2, and NOT to send the state copy in with
> your return. I suppose this is to avoid having them have
> to do the manual data entry? Each so-called IT-2 form has
> spaces for about 4 W2 entries; one checks off whether or not
> the form is for the 'taxpayer' or 'spouse'.
> Any other state do it like this? A first for NY in t/y 2005.
> The name of the new NY form is 'IT-2'.
> More curious than anything else.

Michigan has been doing it this way for about 3-4 years. No
real problems but then again we also have mandated e-filing
for paid tax preparers here.

Regards,

Mark

<< ================================================== ===== > << The foregoing is intended for educational purposes only > << and does NOT constitute legal OR professional advice. > << > << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org. > << Copyright (2005) - All rights reserved. > << ================================================== ===== >

#1 01-04-2006, 04:58 PM

- quote -

> > A new form for NYS requires you to fill in all the blanks
> > from a Federal W-2, and NOT to send the state copy in with
> > your return. I suppose this is to avoid having them have
> > to do the manual data entry? Each so-called IT-2 form has
> > spaces for about 4 W2 entries; one checks off whether or not
> > the form is for the 'taxpayer' or 'spouse'.

> I can't quite believe this. We also have to fill in a new
> NY-specific form, IT-1099-R.

But no more complaining that e-file requires more data entry
than paper forms. They evened it up.

--
Don EA in Upstate NY

<< ================================================== ===== > << The foregoing is intended for educational purposes only > << and does NOT constitute legal OR professional advice. > << > << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org. > << Copyright (2005) - All rights reserved. > << ================================================== ===== >

01-04-2006, 05:16 AM

"Andrew" <andrew[at]jkl.com> wrote:

- quote -

> A new form for NYS requires you to fill in all the blanks
> from a Federal W-2, and NOT to send the state copy in with
> your return. I suppose this is to avoid having them have
> to do the manual data entry? Each so-called IT-2 form has
> spaces for about 4 W2 entries; one checks off whether or not
> the form is for the 'taxpayer' or 'spouse'.
> Any other state do it like this? A first for NY in t/y 2005.
> The name of the new NY form is 'IT-2'.
> More curious than anything else.

I can't quite believe this. We also have to fill in a new
NY-specific form, IT-1099-R.

--
Vic Roberts
Replace xxx with vdr in e-mail address.

<< ================================================== ===== > << The foregoing is intended for educational purposes only > << and does NOT constitute legal OR professional advice. > << > << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org. > << Copyright (2005) - All rights reserved. > << ================================================== ===== >

#-1 01-04-2006, 01:36 AM

A new form for NYS requires you to fill in all the blanks
from a Federal W-2, and NOT to send the state copy in with
your return. I suppose this is to avoid having them have
to do the manual data entry? Each so-called IT-2 form has
spaces for about 4 W2 entries; one checks off whether or not
the form is for the 'taxpayer' or 'spouse'.

Any other state do it like this? A first for NY in t/y 2005.

The name of the new NY form is 'IT-2'.

More curious than anything else.
--
----------------------------- Regards -

- Andrew

<< ================================================== ===== > << The foregoing is intended for educational purposes only > << and does NOT constitute legal OR professional advice. > << > << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org. > << Copyright (2005) - All rights reserved. > << ================================================== ===== >

Similar Threads
Thread	Forum	Replies	Last Post
Federal tax year for underpaid prior year state income tax Victor Roberts: I had taken early retirement from my employer of many years in late 1999 and had started a consulting business. I was therefore receiving my...	Taxes	2	09-15-2005 05:20 PM
marginal state income tax rate for part-year residents beliavsky@aol.com: My wife lived in New York for about half of 2004 and earned about $25 K. She lived in another state for the rest of the year, and I did not reside...	Taxes	2	12-29-2004 12:52 PM
Money doesn't allow you to specify state tax year? C. Todd: I'm having a bit of a problem reconciling my estimated payments in a report in MS Money 2004.. There seems to be a bit of inconsistency in the...	Microsoft Money	2	09-08-2004 09:02 PM
New york state wants taxes from year 2000 rvsw: I had been a student on F1 visa in new york state from 1999 - May 2000 and was working as a graduate assistant. Today I received a certified...	Taxes	2	06-17-2004 04:12 AM
state tax refund taxed at this year's rate? ge: If a person expected to have substantially lower income next year, could they overpay this year's state tax, and then pay the lower marginal rate...	Taxes	5	12-22-2003 10:21 PM

Thread Tools
Show Printable Version Email this Page
Display Modes
Linear Mode Switch to Hybrid Mode Switch to Threaded Mode