1099-R Code T as a NYS Deduction?

[RAYJDEM]

I entered a  2024 1099-R with Code T @ $65,00.  The NYS program took it as a Itemized Deduction, but changed the amount to $66,637.

Why was this done?

[Vanessa A]

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:

1. Sign into your online account.
2. Locate the Tax Tools on the left-hand side of the screen.
3. A drop-down will appear. Select Tools
4. On the pop-up screen, click on “Share my file with agent.”
5. This will generate a message that a diagnostic file gets sanitized and transmitted to us.
6. Please provide the Token Number that was generated in the response.

TurboTax Desktop/Download Versions:

1. Open your return.
2. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” *
3. 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.
4. Please provide the Token Number (including the dash) that was generated in the response.

*(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)

[RAYJDEM]

How do I supply the Token #?

Do you want me to give it here in the post? 

[RobertB4444]

Yes.

@RAYJDEM 

[RAYJDEM]

[phone number removed]-98641386

[Vanessa A]

Are you using the online version or the desktop version?  If you are using the desktop version, a work around is go to form IT-196 and enter $65,000 on line 24. The number here is a direct entry

[RAYJDEM]

I am using the desktop version and have already filed the return without noticing it had changed my entry.

Why did it add $1,637 to the amount?

This doesn't make any sense in what I can see.

The State is questioning the deduction.