Re: NY State school credit on line 69a

Greta

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?

sjrcpa

First look at the NY instructions for that line/credit.

If NY correctly gave the credit/refund to the client then go back to the software input.

The more I know the more I don’t know.

Greta

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.

ljr

did it block it for income limit?

Greta

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.

NY State school credit on line 69a

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