To add, edit, or delete NY State College Savings (Section 529) Plan contributions, please review the following instructions:
- If you are using TurboTax CD/Download, open appropriate tax return.
- On the top, select STATE TAXES tab.
- On
the Let's work on your state return screen, select Continue.
- On the Your State
Returns screen,
select Edit on New York.
- On the Your 2017 New York Return screen, select Continue.
- If you have not gone through the NY state tax screens yet, answer questions and Continue to the Changes to Federal Income screen.
- If you have already gone through the NY state tax screens, on the You Just Finished Your New York Return screen, under Changes to Federal Income, select Start or Update on Adjustments to federal income.
- On the Changes to Federal Income screen, under Education adjustments, select Start or Update on New York 529 college savings account activity. See attached screenshot.
