I received the NY Healthcare Worker Bonus, its non-taxable for state and local taxes and is represented in box 14, what category do I put it as?

[Bsch4477]

Use “other “. 

[falconeio]

When I do this it seems to calculate my return with NYS and NY taxes, where the amount is tax exempt from them

[AbrahamT · Accepted solution]

Follow these instructions:

You are correct. Use the "Other Category" in the box 14 dropdown to complete entering the Healthcare

Worker Bonus in your W2 section.

1- Then in the NY State interview "Update" the "Changes to Federal Income" section.

2- Scroll down to the Wages and retirement adjustment section.

3- "Start/ Update" the "Healthcare worker bonus" topic.

4- There you can enter the amount from box 14 on your W2 to exclude it from NY state and local taxes. 

[Edited 01/21/2024|12:14 PM PST]

[Jgarizio]

This works fine until review where it asks me to update box A-101.  What am I doing wrong?

[LenaH]

Please try deleting NY Form IT-225 as a workaround to get past the review error. 

To delete, please follow the instructions below:

1. Open or continue your return.
2. On Tax Home, select Start, Continue, or Pick up where you left off to enter your return.
3. In the left menu, select Tax Tools and then Tools.
4. In the pop-up window Tool Center, choose Delete a form.
5. Select Delete next to the form in the list and follow the instructions.

@Jgarizio