Thanks for the info. You're ahead of me in this search for answers. I did notice that there is a section in the NY Step-by-Step for "Changes to NY Income". But the one section that might apply to me about "NOL Limitation Adjustment" assumes that the IT558 worksheet is already populated with a code S-004. This is pretty far down in the weeds for complications that a typical TT customer wouldn't be able to figure out. This area seems to be very poorly thought out and executed. I'm going to just guess and complete the form on my own and send it NY without amending, as you suggest. At worst, NY will find a problem and reply again with something more specific next time. The difference in taxes for me is about $5, so this is not worth it for anyone.
