My New York State withholding and tax refund from 2015 are being incorrectly carried over and reported in 2016 TurboTax. Does anyone have a work around?

Upon review my original 2015 NYS filling appears to be correct as is. In my case both numbers are off by -$63. Initially I could not figure out why. I now see the discrepancy is a $63 NYC School Tax Credit (line 69 on form IT-201). For some reason 2016 TurboTax is ignoring the value of the NYC School Tax credit. The only options 2016 Turbotax offers under the carried over 2015 NYS tax refund information are: (1) Correct as is. (2) I filed an amendment. (3) NYS change my return after I filled it. None of those choices are correct.

posted

My W-2 has a similar, but different information in Box 20, "NY NEW YORK R". I have been using "NYC" as TurboTax recommends for the last several years with not ill effects.