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New Member
posted Apr 5, 2021 4:40:59 PM

Hello, I am mailing my taxes in because I have no other choice, in new york state is says I need "Summary of W2 Statements" where can I find this? I have my original W2

I currently live in New Jersey, and moved during the year from New York City

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1 Replies
Employee Tax Expert
Apr 5, 2021 5:34:52 PM

The IT-2, Summary of W-2 Statements, should be automatically added to your return. 

 

If one or more of your W-2's have 414(h) in Box 14, then you may have some additional steps needed to be able to e-file your NYS return. TurboTax content developers have identified this issue and found a solution that will allow you to e-file your New York State return. 

 

Please follow the steps below:

  1. Open your return.
  2. Search W-2 with the magnifying glass tool at the top of the page.
  3. Click the Jump to W-2 link at the top of the search results.
  4. Click Edit next to your W-2.
  5. Scroll down to Box 14.
  6. For the Box 14 entries with category New York IRC 414(h) NY tax exempt, enter the letters NOT directly after your existing description input. Please do not include a space
  7. Click Continue
  8. Click File on the left hand side.
  9. Click Start next to Get ready to save and file your returns.
  10. Click Change next to 2020 New York Return.
  11. Select e-file and continue.

A full update will soon eliminate this error, but this was the provided instructions until that is complete.