Business & farm

The error on Schedule B, Part 2, is due to a code required on Form IT-225. The code is for various subtraction modifications provided by the entity of which you are a partner, shareholder, or beneficiary. It is needed to finish your NYS return (click here for the list).

If you cannot find which code pertains to your situation, you can send a diagnostic file and we can assist you further. A diagnostic file is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:

TurboTax Online:

1. Sign into your online account.
2. Locate the Tax Tools on the left-hand side of the screen.
3. A drop-down will appear. Select Tools
4. On the pop-up screen, click on “Share my file with agent.”
5. This will generate a message that a diagnostic file gets sanitized and transmitted to us.
6. Please provide the Token Number that was generated in the response.

TurboTax Desktop/Download Versions:

1. Open your return.
2. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” *
3. This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us.
4. Please provide the Token Number  (including the dash) that was generated in the response.

*(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)

Please tag me in the response, with your token, so I can look into this further.