I just came across this thread (12/11/2022), and found it very relevant to my own situation. BTW: a HUGE tip of the hate to 'dovestree21' for his/her Herculean efforts in trying to find a solution to a problem!!) . I have been a TT customer for several years. I inherited part of a parent's IRA in 2018, and have been taking RMDs from this IRA since 2018. For all of 2020, I met the =/> than 59.5 yr age condition for this NYS deduction. I just reviewed my 2021 TT filing. Even though I reported IRA distributions on line 9 of IT-201, there was a "0" on line 29 of "New York Subtractions". Nor was there evidence that the TT software used form IT-225 (New York Modifications) to calculate a subtraction to my NY adjusted gross income amount (line 33 of IT-201). This omission (I take some blame here too) meant a loss of $700+ in 2021 NYS tax return alone. Two questions:
1. Has TT done anything to address this deficiency in their software (since @dovestree21's original post)?
2. Can I amend my 2021 (and 2020) state tax return to get my rightfully owed tax refunds?
