If you qualify for the New York exemption, you will need to file a NY non-residentreturn to get a refund of any tax withheld. To qualify for the exemption, you mustmeet the following requirements:1. You did not maintain any permanent place of abode in New YorkState during the tax year;2. You maintained a permanent place of abode outside New YorkState during the entire tax year; and3. You spent 30 days or less (any part of a day is a day for thispurpose) in New York State during the tax year.As you work through your New York statereturn:. On the ' We'veRecommended a Residency Status' screen click Change Residency and choose Non-Resident.
I am active duty military and a NY resident. NY doesn't tax military income, so my state return should be the state tax amount withheld, $2267.72. I should get back that. I have always received a full state refund of the state taxes withheld, the last 3 years I have filed. The State of New York does not imply approval of the listed destinations, warrant the accuracy of any information set out in those destinations, or endorse any opinions expressed therein. External web sites operate at the direction of their respective owners who should be contacted directly with questions regarding the content of these sites.
When you get to the ' New York Income Allocation' screen, make sure to click No,then on the next screen ' Your Form W-2Summary' click Done. Continue through to the screen titled' Changes to Federal Income'. Click Start next to Received military pay.(see screen shot). On the'Military Pay' screen enter your federal and nonresident NY militarywages (W-2 Box 1) (see screen shot)This should exempt your military pay.NOTE:If your spouse is not a New York resident, the state requires you to file asMarried Filing Separately, even if you filed a joint federal return. Theinstructions above will not exempt your NY income if you file the state jointlywhen you should be filing separately.The instructionsto file a separate state return after filing jointly on your federal return canbe found here.
Summary of New York Military and Veterans Benefits: New York offers special benefits for its military Service members and Veterans including Property Tax Exemptions, New York National Guard Tuition Program, Military Service Recognition Scholarship, Compensation for State Active Duty, Employment Assistance, Civil Service Preference, Special Vehicle License Plates, as well as Hunting, Fishing license and State Park privileges. Eligibility for some benefits may depend on residency, military component, and Veteran disability status.