It depends. If you received the federal earned income credit, then you are eligible and must complete Form IT-215.
To see whether this was included in your return, download your tax return and scroll to Form IT-201, line 65 and Form IT-215.
- To download your 2020 tax return, from the left menu, select Tax Home. Then, follow these steps:
- Scroll down to Your tax returns & documents and Show.
- Navigate to the option to download the PDF of your return.
- The forms are named in the top left and lower right hand corners of each page.
- Also, look for any directions at the beginning of the state return about filing.
For more information, see:
Instructions for Form IT-201 Full-Year Resident Income Tax Return Tax Year 2020, page 28
Instructions for Form IT-215 Claim for Earned Income Credit Tax Year 2020
Also, try returning to your Jobs (W-2) screen. To do this, inside TurboTax, enter W2 in the search box. Select the Jump to link in the search results.
- Once at the W-2 Input, select the W-2 and click Continue.
- The next screen will have the box 14 input for W-2. If you have an entry in “Box 14 – Category” that says “New York IRC 414(h) NY tax exempt,” then
- For the corresponding input for “Box 14 – Description”, append the phrase “NOT” to whatever their current text is in that field.
- For example, if EXP is entered, change it to read EXPNOT
This workaround will provide you with the option to e-file if you did not initially see it.
[Edited 03/31/2021 | 11:59 AM PST]
@Woodcha
