It 203 B Form PDF Details

The New York State Department of Taxation and Finance IT-203-B form is a document designed to facilitate the correct allocation of income for nonresidents and part-year residents, and it provides a structure for calculating college tuition itemized deductions. Intended to accompany the IT-203 form, IT-203-B guides users through multiple schedules to determine how much of their wage and salary income should be allocated to New York State. This allocation depends on several factors, including the number of days worked in and out of the state, as well as any nonworking days such as weekends, holidays, sick leave, and vacation. Additionally, the form helps in calculating potential deductions related to college tuition expenses, providing a method to compute this deduction based on qualified expenses for eligible students. This detailed process helps nonresidents and part-year residents accurately report their income and deductions, ensuring they meet their tax obligations in New York State while taking advantage of possible tax benefits related to education expenses.

QuestionAnswer
Form NameIt 203 B Form
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namesNew_York, it 203 fillable form, it 203 b, form it 203 b

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New York State Department of Taxation and Finance

IT-203-B

Nonresident and Part-Year Resident Income Allocation

And College Tuition Itemized Deduction Worksheet

Name(s) and occupation(s) as shown on Form IT-203

Your social security number

Complete all parts that apply to you; see instructions (Form IT-203-I). Submit this form with your Form IT-203.

Schedule A – Allocation of wage and salary income to New York State

Complete a separate Schedule A for each job for which your wage and salary income is subject to allocation.

An additional Schedule A section is provided on the back of this form. If you are required to complete more than one Schedule A, total the amounts from line p on all schedules and include this total on Form IT-203, line 1, in the New York State amount column.

Do not use this schedule for income based on the volume of business transacted. See the Schedule A instructions if:

•You had more than one job;

•You had a job for only part of the year; or

•You and your spouse each had a job that requires allocation.

1a

...............................................................................................................................................Total days (see instructions)

 

 

1a

 

 

Nonworking

1b

Saturdays and Sundays (not worked)

1b

 

 

 

1c

Holidays (not worked)

1c

 

 

 

 

days included

 

 

 

1d

Sick leave

1d

 

 

 

 

in line 1a:

 

 

 

1e

Vacation

1e

 

 

 

 

 

 

 

 

 

1f

Other nonworking days

1f

 

 

1g

.................................................................................................................Total nonworking days (add lines 1b through 1f)

 

 

1g

 

1h

.....................................................................................Total days worked in year at this job (subtract line 1g from line 1a)

 

 

1h

 

1i

...................................................................Total days included in line 1h worked outside New York State

1i

 

 

1j

Enter number of days worked at home included in line 1i amount

1j

 

 

1k

..............................................................................................................................................Subtract line 1j from line 1i

 

 

1k

 

1l

............................................................................................Days worked in New York State (subtract line 1k from line 1h)

 

 

1l

 

1m

.......................................................................................................................Enter number of days from line 1h above

 

 

1m

 

1n Divide line 1l by line 1m; round the result to the fourth decimal place ................................................................

1n

1o Wages, salaries, tips, etc. (to be allocated) .................................................................................

1p New York State allocated wage and salary income (multiply line 1n by line 1o) ..............................

Include the line 1p amount on Form IT-203, line 1, in the NEW YORK STATE AMOUNT column.

1o

1p

.00

.00

Schedule B – Living quarters maintained in New York State by a nonresident

Mark an X in the box if NYS living quarters were maintained for you or by you for the entire tax year .................................................

If you or your spouse maintained living quarters in NYS during any part of the year, give address(es) below. Submit additional sheets if necessary. For column E, mark an X in the box if the living quarters are still maintained for or by you.

A – Street address

B – City, village, or post ofice

C

D – ZIP code

E

NY

NY

NY

NY

Enter the number of days spent in New York State in this tax year .....

Any part of a day spent in New York State is considered a day spent in New York State.

234001120094

IT-203-B (2012) (back)

Enter your social security number

Schedule C – College tuition itemized deduction worksheet (See the instructions for Schedule C.)

1 Are you claimed as a dependent on another taxpayer’s New York State tax return for this tax year? ....

1

•If YES, stop; you do not qualify for the college tuition itemized deduction.

•If NO, continue. Complete lines A through H below for each eligible student for whom you paid qualiied college tuition expenses. Use additional sheets if necessary.

Yes

No

 

 

 

1 – Student 1

 

 

 

2 – Student 2

 

 

 

3 – Student 3

A

Eligible student’s name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Eligible student’s social security

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

B

number (SSN)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Is the student claimed as a dependent

Yes

 

No

 

 

Yes

 

No

 

 

Yes

 

No

 

 

C

on your NYS return? (see instructions)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

D EIN of college or university (see instr.) ....

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

E Name of college or university (see instr.) ...

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Were expenses for undergraduate

Yes

 

No

 

 

Yes

 

No

 

 

Yes

 

No

 

 

F

tuition? (see instructions)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Amount of qualiied college tuition

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

G

expenses (see instructions)

 

 

 

.00

 

 

 

.00

 

.00

H

Enter the lesser of line G or 10,000

 

 

 

.00

 

 

 

.00

 

.00

2College tuition itemized deduction (add LINE H, columns 1, 2, and 3; include amounts from any additional sheets).

Also enter this amount on your itemized deduction schedule.................................................................

2

.00

Schedule A – Allocation of wage and salary income to New York State

2a

...............................................................................................................................................Total days (see instructions)

 

 

2a

 

 

Nonworking

2b

Saturdays and Sundays (not worked)

2b

 

 

 

2c

Holidays (not worked)

2c

 

 

 

 

days included

 

 

 

2d

Sick leave

2d

 

 

 

 

in line 2a:

 

 

 

2e

Vacation

2e

 

 

 

 

 

 

 

 

 

2f

Other nonworking days

2f

 

 

2g

.................................................................................................................Total nonworking days (add lines 2b through 2f)

 

 

2g

 

2h

.....................................................................................Total days worked in year at this job (subtract line 2g from line 2a)

 

 

2h

 

2i

...................................................................Total days included in line 2h worked outside New York State

2i

 

 

2j

Enter number of days worked at home included in line 2i amount

2j

 

 

2k

..............................................................................................................................................Subtract line 2j from line 2i

 

 

2k

 

2l

............................................................................................Days worked in New York State (subtract line 2k from line 2h)

 

 

2l

 

2m

Enter number of days from line 2h above

 

 

2m

 

2n Divide line 2l by line 2m; round the result to the fourth decimal place ................................................................

2n

2o Wages, salaries, tips, etc. (to be allocated) .................................................................................

2p New York State allocated wage and salary income (multiply line 2n by line 2o) ..............................

Include the line 2p amount on Form IT-203, line 1, in the NEW YORK STATE AMOUNT column.

2o

2p

.00

.00

234002120094

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As for the fields of this specific PDF, this is what you should consider:

1. Whenever completing the it 203, be sure to complete all needed blank fields in its associated form section. This will help to hasten the work, allowing for your details to be processed quickly and properly.

form it 203 b writing process shown (part 1)

2. Once the last selection of blanks is filled out, go to enter the relevant information in all these - o Wages salaries tips etc to be, p New York State allocated wage, Include the line p amount on Form, Schedule B Living quarters, Mark an X in the box if NYS living, If you or your spouse maintained, A Street address, B City village or post ofice, D ZIP code, Enter the number of days spent in, and Any part of a day spent in New.

Writing section 2 in form it 203 b

3. Completing ITB back Enter your social, Schedule C College tuition, Are you claimed as a dependent on, If Yes stop you do not qualify, Yes, Student, Student, Student, Eligible students name, Eligible students social security, Is the student claimed as a, Yes, Yes, Yes, and EIN of college or university see is essential for the next step, make sure to fill them out in their entirety. Don't miss any details!

Filling in section 3 of form it 203 b

Regarding Yes and EIN of college or university see, ensure you get them right here. These two are certainly the most important ones in the page.

4. This subsection arrives with all of the following blank fields to fill out: College tuition itemized, Also enter this amount on your, Schedule A Allocation of wage and, in line a, Nonworking days included, b Saturdays and Sundays not worked, a Total days see instructions a g, n Divide line l by line m round, and o Wages salaries tips etc to be.

form it 203 b writing process shown (portion 4)

5. The form needs to be concluded with this area. Further you will notice an extensive list of form fields that need correct details in order for your form submission to be faultless: o Wages salaries tips etc to be, and p New York State allocated wage.

Step # 5 of filling out form it 203 b

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