topic Re: Token #1285183 - please help in State tax filing

Token #1285183 - please help

ladrones — Sun, 09 Mar 2025 20:48:03 GMT

Hello,

If someone could please advise it would be greatly appreciated.

I mostly just need help understanding what to put in the "description column" as it's not clear what this amount refers to in the tool. Thank you!!!

Token #1285183.

Because your residence changed during 2024, you must allocate your New York State adjustments of -$28,714 based on the time you spent as a resident of new York city. your NY State below must equal -$28,714.

Re: Token #1285183 - please help

LenaH — Mon, 10 Mar 2025 13:46:54 GMT

The following will be entered on the Allocate New York State Adjustments Screen:

TAXABLE AMOUNT OF PENSIONS & ANNUITIES -24,362 (Federal Column) -14,211 (NYC portion)
TAXABLE AMOUNT OF SOCIAL SECURITY BENEFITS -5,083 (Federal Column) -5,083 (NYC portion)

The allocation for your NYC portion came directly from the IT-360.1. Please make sure you enter the numbers as a negative.

This should clear your error.

Re: Token #1285183 - please help

ladrones — Mon, 10 Mar 2025 23:32:57 GMT

Hi,

Not possible to clear the error because it doesn't add up to -$28,714. Your numbers add up to -$29,445.

Thank you.