LenaH
Employee Tax Expert

State tax filing

I looked over your return with the token provided. I was able to clear the message with the following steps:

  1. Opened the New York return.
  2. Noted that the issue was the qualified dividends ($95) and the 199a dividends ($5) that was inputted from your 1099-DIV was not flowing correctly to an IT-225 form. This was creating an error because the $100 was on your IT-360.1 and your state adjusted gross income was not calculating due to these state additions.
  3. Per NYS IT-201 Instructions (page 17), these items (which were not in your federal adjusted gross income), should be added back to your return as a NY addition.
  4. On the page titled Changes to Federal Income, click Start next to NY taxable federally tax-exempt US obligations (under the section Investment Adjustments). Enter 100
  5. Continue through the state interview.
  6. On the page Allocate New York State Adjustments, enter 100 as your total NY adjustments and 55 for NYC (55% allocation used).
  7. Your error should be cleared.

Please comment below and provide another token with the updates if this does not clear your error.

 

@Jmt332

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