CS678
New Member

New York State TAx return - pension

Turbo tax is NOT GETTING IT.  There is a glitch for the NYS IT 201 form line 29 .  Line 26 is correct as it deducts your NY state pension as it should but then on line 29 for program deducts an additional $20k.  The program allows you to override BUT then you can not Efile which NY state demands.

Was on the phone for almost 4 hours today and the ladies I spoke to read the NYS regs with me and they get it but the minds behind the scenes don't get it.  I have to go out and purchase another software program so I can efile.  I have been a long time customer of turbo tax but NO longer.  How can they guarantee a correct return when they can't read a 3 sentence paragraph about line 29 on NYS IT 201 form.  The answer to that question for those receiving ONLY a NYS pension is NO and the regs simply state if you say NO you skip line 29 and go to 30.  This is not rocket science.

Very disappointed.