topic Re: 414(h) in State tax filing

414(h)

aidjar333 — Mon, 23 Mar 2020 11:52:21 GMT

Hello,

First I would like to say that I live and Work in New Jersey. My husband lives in New Jersey and occasionally works in New York. I am getting this message when I try to e-file for New York. It is referring to my W-2. How do I fix this?

Reason for e-file ineligibility:

"Public employee retirement contributions must be categorized as either subject to tax or tax exempt. The only valid tax category entries for public employee retirement contributions on W-2 box 14 are either 1) NY IRC 414(H) Subject to NY tax or 2) NY IRC 414(h) tax exempt. Other- not on above list is not acceptable for e-file in NY. In most cases, public employee retirement contributions are subject to tax. Review all W-2 Box 14 entries on your Federal Return in the Wages and Income Section. If you do not see the tax category box next to the box 14 amount field then click Continue and on the next screen click Back."

Reminder this is on my W-2 and I don't work in New York at all.

Re: 414(h)

ReginaM — Mon, 23 Mar 2020 16:34:33 GMT

I am sorry you are having trouble filing your New York Tax Return. You may want to delete both of your State Returns, and then add New York first to TurboTax followed by New Jersey. This triggers the correct questions to be asked and answered in your State Return(s).

To delete your State of New York and State of New Jersey Returns in TurboTax follow these steps:

While in your Tax Home,
Select State from the left side of your screen,
Select Delete next you your State.

Re: 414(h)

aidjar333 — Thu, 26 Mar 2020 10:41:32 GMT

This did not work. It is still stating the same thing. Looks like it is bouncing off of my husbands retirement contribution form one of his w-2's also. I try to change it to the NY-IRC tax exempt but it continues to not work.

Re: 414(h)

ReginaM — Mon, 30 Mar 2020 15:53:11 GMT

I am sorry this did not work for you. Have you reviewed your entries in TurboTax for you and your husbands W-2's? The message that you are getting is referring to W-2 Box 14. Do you or your husband have anything listed in Box 14 of your W-2's?

To review your W-2's in TurboTax follow these steps:

While in you Tax Home,
Select Wages & Income,
Select Review/Edit,
Select Edit/Add next to Job (W-2),
Select Edit next to your W-2.

According to the IRS Box 14— is used for Income tax withheld by payer of third-party sick pay. Complete this box only if you are the employer and have employees who had federal income tax withheld on third-party payments of sick pay. Show the total income tax withheld by third-party payers on payments to all of your employees. Although this tax is included in the box 2 total, it must be separately shown here. So most folks will not have anything in this box.