NYS inflation refund check problem

[jengakatz]

Hi Dave,

Thanks for taking a look at this, but it's still not working. In 2003 my total payments (line 76 of NYS IT-201) was $516. When I put that amount in the error persists. The total amount I owed in line 80 was $1889, so I tried that amount too but it also doesn't work. 

On the NYS worksheet for 2025 (State and Local Income Tax Refund Worksheet) I have "Refund Tax Year" = 2023, "Refund Amount Received" = $400, "Taxable Amount (if Different)" = $400, "Total Payments and Withholding" = $516. What am I doing wrong??

Thanks,

[PII Removed]

[DaveF1006]

To clarify, did you itemize your deductions in 2023? f you took the Standard Deduction in 2023, the "Taxable Amount (if Different)" on that worksheet should be $0. Even if the "Refund Amount Received" is $400, the taxable portion is zero because you never deducted the state taxes in the first place. Now do the following.

1. Set "Taxable Amount (if Different)" to $0 (assuming you took the standard deduction in 2023). This solves your worry about paying tax on it. 
2. Adjust "Total Payments" to include both your withholding ($516) AND the amount you paid when you filed ($1,889), totaling $2,405.
3. Ensure the "Refund Tax Year" is correctly set to 2023.

@jengakatz 

[jengakatz]

Yes, I took the standard deduction in 2023 but am still getting the error in my state taxes in the Final Review. In the state worksheet I have:

State/Local Code: NY

Refund Tax Year: 2023

Refund Amount Received: $400

Taxable Amount (if different): $0

Total Payments and Withholding: $2405

The only field I can edit in the NY worksheet is the Total Payments and Withholding. I went back to the Federal > Income > Refunds from state and local tax returns section and tried different amounts but it still doesn't work. How can I fix this? Thanks for your continued assistance!

[jengakatz]

Solved. I had to add my 2023 and 2024 amounts together since they were both on the NYS worksheet. I called support and they gave me the answer right away after seeing my worksheet, which you weren't able to see. Thanks for all your efforts.