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State tax filing
The 13,587 is the California state income tax withheld on your W-2 and should not be entered as an adjustment on your NYS return. It was populating as a PTET (pass through entity tax) adjustment because 13,587 was entered as taxes paid by an entity in the New York screens.
Please take the following steps to remove this and correct your return:
- Enter your New York State return.
- Continue through your return until you see the screen, Take a look at New York credit and taxes.
- Click Start next to Taxes Paid to Another State.
- Click Edit next to California.
- Enter 11,911 on the page Tax Computed on Your California Return. I pulled this from the Form 540.
- On the screen, Enter California Information, take the amount out of California tax paid on your behalf by an entity. This clears out this amount from needing an adjustment on the NYS return.
- On the same screen, enter 11,911 as the amount of California tax paid by you.
- On the screen Enter California Information, enter 13,587 as total tax withheld and 1,676 as refund due to you on the California return. Keep balance due at 0.
If you have any further questions, please let me know.
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March 3, 2024
2:31 PM