How do I allocate NYS adjustments of -183,689? I don't know how to describe or how much to allocate and I cannot find that amount. Please advise on how to do so. Thanks.

[thomasmon1956-gm]

I was a resident of NYC for 4 months in 2021. When preparing the NYS return, it says "Because your residence changed during 2021 you must allocate your NYS adjustments of -183,689 based on the time you spent as a resident of NYC." I don't know how to allocate -183,689.

[LenaH]

If you are still unsure about how to allocate your NYS adjustments, it would be helpful to have a TurboTax ".tax2021" file so that we can further assist you. 

You can send us a “diagnostic” file that has your “numbers” but not your personal information. If you would like to do this, here are the instructions: Go to the black panel on the left side of your program and select Tax Tools. 

1. Then select Tools below Tax Tools. 
2. A window will pop up which says Tools Center.  
3. On this screen, select Share my file with Agent. 
4. You will see a message explaining what the diagnostic copy is. Click okay through this screen and then you will get a Token number. 
5. Reply to this thread with your Token number. This will allow us to open a copy of your return without seeing any personal information.  

We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution.

[thomasmon1956-gm]

Hi yes the token # is 975742. Thank you.

[LenaH]

The $183,689 consists of :

• $150,000 of government pension
• $20,000 pension exclusion for spouse
• $15,537 social security benefits
• ($1,185) 414(h) retirement contributions
• ($663) IRC 125

This amount is the reconciliation between federal income and NYS income. The amount on Line 20 of IT-260.1 must match the IT-203, Line 32. Therefore, the adjustments are due to the government pension, which is excluded from NYS income, your spouse's pension which is excluded up to $20,000, social security benefits which are not taxable, and the 414(h) and the IRC 125, which are both New York additions. 

@thomasmon1956-gm

[thomasmon1956-gm]

Thank you, this information was very helpful however my NY return has been rejected with Code R0130. Would you be able to help with that as well? 

[LenaH]

Yes. Per NYS, reject code R0130 is NYC withholding on Form IT-203 (Line 63) does not equal withholding statements or it is an invalid locality. 

It appears that both are correct on your return. You have NYC withholding on the $150,000 pension and your W-2 wages. For the W-2 wages, please round NYC withholding to $1,956 instead of $1,955.86. For some reason, New York may be rejecting the return because the total NYC withholding equals $7,676.86 instead of $7,677 which is on Line 63 and would match IT-2 (Copy 1). 

If this fails to work, then I suggest you delete the 1099-R in question and the W-2 and reenter the information. 

@thomasmon1956-gm

[thomasmon1956-gm]

Thank you. I've reviewed all the options above however I wanted to know if its possible that the reason it keeps getting rejected is because on the 1099R NYC taxes were deducted however NYS were not deducted? I believe for this reason I may I have to print and mail return rather then efile. 

[LenaH]

No, I don't think that is the reason your taxes continue to get rejected. Your government pension is exempt from New York state and local tax and therefore, no withholding is required. 

If you would like to print and mail your return, please follow the instructions on the page How do I print and mail my return in TurboTax Online?

@thomasmon1956-gm