LenaH
Employee Tax Expert

State tax filing

On the screen, Allocate New York State Adjustments, please enter the following to equal the sum of -1,288 that is required:

  • NY 529 Plan: -1,800
  • Interest Income on State & Local Bonds: 512

Once you enter your Total New York Adjustments (as shown in the screenshot below), please allocate the appropriate amounts to the NYC resident portion in the middle column. 

 

 

If you have any further questions, please reply back and we will assist you further. 

 

@samandmoore 

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