If you don't recognize the amount on the screen, Allocate New York State Adjustments, it is likely a combination of numbers from your IT-201 or IT-203. The numbers you are looking for is a combination of numbers that equal $XX (the number populating for you on the screen). These items do not have their own line item on the IT-360.1, which is the NY form for changes in city residency status.
The adjustments are listed here. The most common adjustments I see are: 529 plan deductions, 414(h) retirement contributions, interest income on tax exempt bonds, and pension and income adjustments.
If you need further assistance, I can look at the numbers on your return and provide you with the combination of items that equal that adjustment.
To do this, you would need to send me a token. This is a file that has your “numbers” but not your personal information. If you would like to do this, here are the instructions: Go to the black panel on the left side of your program and select Tax Tools.
- Then select Tools below Tax Tools.
- A window will pop up which says Tools Center.
- On this screen, select Share my file with Agent.
- You will see a message explaining what the diagnostic copy is. Click okay through this screen and then you will get a Token number.
- Reply to this thread with your Token number. This will allow us to open a copy of your return without seeing any personal information.
The instructions for TurboTax Download:
- On your menu bar at the very top, click "Online"
- Select "Send Tax File to Agent"
- Click "Send"
- The pop-up will have a token number
- Reply to this thread with your Token number. This will allow us to open a copy of your return without seeing any personal information.
Please tag me in the response with the token if you are unable to get through this step and would like additional assistance.
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