LenaH
Employee Tax Expert

State tax filing

The $64,122 is the subtraction from federal adjusted gross income on your New York return (IT-203). It consists of:

  • $43,228 of social security benefits
  • $20,894 in the pension and annuity income exclusion

Out of this $64,122, you allocated $30,836 to New York City.

  • $9,942 of social security benefits
  • $20,894 in the pension and annuity income exclusion

To clear the error message, please follow the instruction below on the page Allocate New York State Adjustments:

  1. Enter total New York adjustments ($64,122) in first column
  2. Enter the NYC resident portion ($30,836) in second column

@davesieminski

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