ro96
Level 1

State tax filing

Hi

I wrote earlier that your technique worked but it seemed that I was getting an overlarge refund. I looked at the IT 201 and noticed that in addition to the subtractions for the NYSLRS subtraction on line 26, I was getting ANOTHER subtraction on line 29 for Pension and Annuity Income Subtraction. 

This in not correct - the instructions for completing the IT 201 state:

Line 29 – Pension and annuity income exclusion

Did you enter an amount on line 9 or 10 that was not from a NYS or local government pension plan or federal government pension plan? If No, go to line 30.

 

I think the program needs to be corrected.

Thanks for your support.