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NY Taxation Dept sent client an adjustment and a check. They included a $1114 credit which Proseries did not seem to catch. I filled out on Section F (page 1) that she was Head of Household and lived 12 months in NYC. I looked up another client (Single but with dependent children) and Proseries did give him a credit, smaller because his taxable income was smaller. The instructions say the credit is nearly .228% of taxable income. Why did Proseries not give Client One the credit, but gave Client Two the credit? I would like to go back and correct 2022 and 2023 to claim the credit for Client One, but software won't cooperate. Amended NY must be mailed rather than efiled?
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I looked up the NY Instructions, and the Tax Dept correctly gave Client the credit. I don't know what input is required to have the software calculate it. Instructions take me to Part F in page 1 whose boxes were correctly and automatically checked. But Line 69a remains blank. It worked for Client Two. I don't know what I'm doing wrong with Client One.
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did it block it for income limit?
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I too thought client's income might be too high. Indeed, my second client that Proseries did calculate a credit had a lower income. The instructions don't mention anything about income limits. And the NY Taxation Dept sent client a refund check that included the overlooked the $1114 credit from Line 69a. So their software calculated a credit.
