LenaH
Employee Tax Expert

State tax filing

The $736 represents the following:

  1. $5,736 414(h) retirement contributions
  2. -$5,000 529 contributions

The net of these two equal $736. Since you lived in NYC for 7 months, I am assuming your allocation for these items is 7 months/12 months and made evenly throughout the year. Therefore, your screen should show the following:

 

 

@mimiatk 

 

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