NYS 414h NYS rejects

[Alice Zinnes]

Thank you for trying to help me.  I am convinced the problem is with TurboTax's software.  No one else in my school is having problems.  TurboTax has been very frustrating for me this year.  First, I wasn't able  to download my already paid-for online 2020 software, and only after an hour or more on the phone with TurboTax were we able to figure out how to work around the glitches.  Now I can't access my last year's online account, so I can't find what exactly I did last year, when my W2 also had nothing in Box 14 and something in Box 12.  I have spent days sending my forms electronically, and all are rejected.  There is no way something should be in Box 14 because I am an adjunct and adjuncts are not eligible for institutional retirement contributions.  I feel TurboTax should reimburse me for my printing and postage costs (and even the days lost of wasting my time going in circles), and for whatever problems I will have with NYS since NYS requires electronic submission but I can't send my form electronically.  I have received "advice" from this online community and also via phone, where the technician took over my computer and together I re-uploaded my W2. , and again my form was rejected.  The problem is with my software.

[BillM223]

"There is no way something should be in Box 14 because I am an adjunct and adjuncts are not eligible for institutional retirement contributions" But you did make a contribution to the school's 403(b), right?

Are you saying that you have cleared box 14 of all entries, that is for each of the three boxes where the word "Other" originally appeared? 

The NY explanation for reject code R0103 is "Public employee 414(h) retirement contribution not equal to amount on W-2". In other words, NY State rejected your return because what was on the W-2 in the TurboTax XML return that was e-filed didn't match what was in the NY database, which should have come from the copy of your W-2 that the school already sent to NYS.

Our problem is that we don't know what is in the NYS database. In fact, if you did not make any 414(h) contributions, then NYS shouldn't have anything about any 414(h) contributions in its database, yet it does. And if you tried to e-file with no 414(h) contributions, then there is no way this reject should have happened - unless NYS had gibberish in its database.

I understand your frustration, but there are two parties here: TurboTax which assembles the e-file packet in XML format, and New York State which receives the XML packet. The error could lie in either place, and unless we could talk to NYS, there is no way to know.

[bigbil1234]

hi im getting that efile rejection claiming that the 414h either has to be taxable or not, i put its not taxable but an error comes up and the scroll down doesnt have those options, please help

[BillM223]

If there is an amount that you contributed to the 414(h) plan, then which category you pick depends on whether your employer removed the contributions from Wages in box 1 or not. If the employer removed the 414(h) contributions from Wages in Box 1 (i.e. "pre-tax), then you will choose the category of "NY IRC 414(h) subject to NY tax". If your employer did not remove the 414(h) contributions from Wages in Box 1, then you would use "NY IRC 414(h) NY tax exempt" (after-tax). Your choice will determine whether or not the contributions are added to NY state income.

You should have picked one of these two options.

"the scroll down doesnt have those options,"

​​​​​​​What options does it not have?

[Alice Zinnes]

After being rejected about 7 times, with all kinds of notations on my W2, with responding to many emails from TurboTax itself, with having a TurboTax technician on the phone take over my computer and fill out my W2 with me, I gave up and mailed my forms.  I'm concerned NYS will reject my mailed copy since it requires forms to be filed electronically, but I had no choice.  Good luck!  I think the problem is with the TurboTax software.