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s19m88h

Question

On this year's New York State W-2 in Box 14 there is "NYPFL" and “NYDBL”. What category description should I choose for these box 14 entries?

Forum|Forum|6 years ago
June 6, 2019
5 replies
0 views

No text available

TurboTax Free Edition Online

Irene2805

NYPFL refers to premiums paid for New York Paid Family Leave. Report it in Box 14 and select the description "Other mandatory state or local tax not on the above list" This flows through to Line 5a on Schedule A.

NYDBL stands for New York Disability Benefits Law. Select the same category for this entry as well.

jodibarthold

Can I get the answer for this for 2020? The category options for box 14 look slightly different.

Irene2805

The NYC Payroll website offers the following explanations of the codes for Box 14 of the W-2:

New York IRC 125 /SEC 18

These are the payroll deductions covered under the Internal Revenue Code Section 125 for flexible spending account programs.

These include:

Health insurance premiums
Dependent Care Assistance Program (DeCAP)
Health Care Flexible Spending Account (HCFSA)

If you added a domestic partner to your health insurance, a portion of the amount paid by the City is taxable and is included in Box 14.

The amount in the IRC125 box is treated on a pre-tax basis for federal income purposes. It reduces your taxable wages (Box 1) and social security and Medicare wages (Boxes 3 and 5). The reduction in year-to-date earnings shows in your W-2, not in your pay statement.

This amount is subject to state and City taxes and must be added back to the taxable wages in Box 1 when you file your taxes. The amount for DeCAP is shown in Box 14 and Box 10.

IRC414(h) for Pension Contributions

These are the payroll deductions covered under the Internal Revenue Code Section 414 for pension contributions.

If you are a pension member, your taxable wages in Box 1 are reduced by the amount of your pension contributions. Your contributions shown in Box 14 are not subject to federal income tax, but are subject to FICA (social security and Medicare), state, and local taxes.

To obtain your taxable wages for New York State and City, add the amount in Box 14 to that in Box 1. Only standard pension deductions and certain "buy back" deductions are included in the IRC414H amount. Pension loan repayment deductions are not included.

tirokr

Irene, thanks, but your response doesn't appear to address the question. Which option do we select for Box 14 - Category, for the item NY PFL? The 2019 answer doesn't seem to apply to the currently available options in the TurboTax dropdown. There are two "other" options at the end -- one of those?

LenaH

The category description for both the NYPFL and NYDBL box 14 W-2 entries should be entered as "Other - not on the list above". I've highlighted the category you should choose in the picture below.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"

pearlie1928

What category am I suppose to select on box 14. There is a deduction for NYPFML.

ToddL99

Enter "Other - not classified" or "Other – not on above list". Your entry here will not affect your ability to e-file or your tax calculation.

Employers can put just about anything in box 14; it's a catch-all for items that don't have their own dedicated box on the W-2.

If you don't see a category in the TurboTax list that matches your W-2 entry (NYPFL or NYDBL), don’t worry. We'll figure out if it impacts your return or not. If we need more information, we'll ask you.

See New York Disability Benefit Law (NY DBL) and Paid Family Leave (NY PFL) for a summary of these two insurance benefits.

shainzl

When you select other, you become ineligible for e-filing.... Boo (for 2 years now...)

Not Eligible for Electronic Filing

Why? Well, it looks like you have a tax situation in your New York return that makes it ineligible for e-filing.

Reason for e-file ineligibility:

Public employee retirement contributions must be categorized as either subject to tax or tax exempt. The only valid tax category entries for public employee retirement contributions on W-2 box 14 are either 1) NY IRC 414(h) Subject to NY tax or 2) NY IRC 414(h) NY tax exempt. Other - not on above list is not acceptable for e-file in NY. In most cases, public employee retirement contributions are subject to tax. Review all W-2 Box 14 entries on your Federal return in the Wages and Income Section. If you do not see the tax category box next to the box 14 amount field then click Continue and on the next screen click Back.

These rules are set by the New York State Department of Taxation and Finance.

The good news is you can still print your New York return and file it by mail.

marrinbr

Is the following category in Box 14 correct for NYPFLVP?

"Other deductible state or local tax"

The options mentioned in the community were not exactly specified in TurboTax (e.g. the mention of being deductible or not).

ToddL99

Yes, you can use "Other deductible state or local tax" as the Box 14 category for NYPFLVP.

You can also enter "Other - not classified" or "Other – not on above list". Your entry here will not affect your ability to e-file or your tax calculation.

Employers can put just about anything in box 14; it's a catch-all for items that don't have their own dedicated box on the W-2.

If you don't see a category in the TurboTax list that matches your W-2 entry, don’t worry. We'll figure out if it impacts your return or not. If we need more information, we'll ask you.

Mlarocque1

I also have an amount of Transit in box 14. How should I categorize this?

Joseph 12th

What category should i select

ErnieS0

As Tax Expert @LenaH said earlier in this thread:

For NYPFL and NYDBL, please choose Other deductible state or local tax from the drop-down list. If you itemize deductions on your federal tax return, these contributions are deductible on Schedule A. Choosing this option will not prevent you from e-filing your return.

TurboTax or New York has not changed since her reply.

@Joseph11_2 12th

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