Alan Smith, a single status taxpayer who domiciles in New Jersey. He works for a New York

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Question:

Alan Smith, a single status taxpayer who domiciles in New Jersey. He works for a New York employer, ABC Entertainment Inc at Manhattan, NY. Occasionally he travels outside of New York State for work purpose to meet with clients. Alan does not maintain a permanent place of abode in New York State. He returns back to his NJ home after work, and after his travel.

During the tax year 2018, Alan had the following income:

W-2 Wage and Salaries Income $600,000 (From ABC Entertainment Inc, the NY company)

Bank Interest Income $700

Dividend Income $500

Schedule E ordinary income from K-1 passed through $5,000 From a NY S Corporation. The 2018 NYS business allocation percentage was 100%.

Below is Alan’s days summary for 2018:

Total days in 2018 was 365.
Total nonworking days which include Saturday and Sunday, holiday, vacation etc was 105.  Alan spent total of 98 workdays outside of NYS for work purpose to meet clients.  Alan did not work from NJ home.

Assume the following additional facts applied to Alan:

Alan took standard deduction of $8,000 as a single filing status taxpayer.
NYS tax rate is at 8.82%.
Alan’s NYS tax withholding per W-2 was $45,000.
Alan qualified for a resident tax credit is $9,000 for tax paid to NJ on the same W2 income.
Alan had an overpayment of $3,500 credit from the tax year 2017. He made a $3,000 estimated tax payment on 9/15/2018 and $4,000 estimated tax payment on 1/15/2019.

1) What is Alan’s New York State allocated wage and salary income for 2018?

2) What is the Federal Amount, and New York State Amount per IT-203 tax return, Line 19 Federal adjusted gross income?

3) What is Alan’s Total New York State, New York City, Yonkers, and sales or use taxes, MCTMT, and voluntary contributions, IT-203 Line 58?

4) Did Alan owe any tax or he is entitled to a refund for 2018?

5) If Alan filed a timely extension by April 15, 2019, and filed his 2018 return by October 15, 2919, did he need to pay any additional penalty and/or interest (hence based on your answer from 4)?