LenaH
Employee Tax Expert

State tax filing

The following will be entered on the Allocate New York State Adjustments Screen:

  1. TAXABLE AMOUNT OF PENSIONS & ANNUITIES         -24,362 (Federal Column)       -14,211 (NYC portion)
  2. TAXABLE AMOUNT OF SOCIAL SECURITY BENEFITS     -5,083 (Federal Column)        -5,083 (NYC portion)

The allocation for your NYC portion came directly from the IT-360.1.  Please make sure you enter the numbers as a negative. 

 

This should clear your error. 

 

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