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New Member
posted Mar 29, 2023 7:32:12 PM

NYS IT-272 Calculated incorrectly. 2 Students summarized to one

I have Entered 2 separate 1098-T forms for my 2 children who are both in college at 2 different schools.

The IT-272 entry shows only one Student with a total of the 2 amounts.  The student listed, is listed with the other students school name.

 

When reviewing the College Tuition Qualified Expenses Optimization Worksheet, it shows 2 lines listed with the same student listed twice with their name and ssn, but one line for each of the 2 schools, one which they didn't attend.

 

I can find no way to correct this.  Please provide some assistance.

0 2 316
2 Replies
Expert Alumni
Mar 30, 2023 1:17:51 PM

I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the  directions below:

 

TurboTax Online:

Sign into your online account.

Locate the Tax Tools on the left-hand side of the screen. 

A drop-down will appear. Select Tools  

On the pop-up screen, click on “Share my file with agent.”

This will generate a message that a diagnostic file gets sanitized and transmitted to us.

Please provide the Token Number that was generated in the response.

 

TurboTax Desktop/Download Versions:

Open your return.

Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent

This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us.

Please provide the Token Number that was generated in the response.  

New Member
Mar 31, 2023 4:48:34 PM

I was able to change the state form manually and saved this.  Not sure if the file will help diagnose it now.

I hate to change it back just to create the file.