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February 4, 2025
Question

How do I populate Allocate New York State Adjustments (I lived part of the year in New York City) - what do I enter? I generated a token for my info: 1266447

  • February 4, 2025
  • 1 reply
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    1 reply

    LenaH
    February 5, 2025

    The $10,000 represents your 529 plan contributions for 2024. 

     

    For the NYS adjustments screen, enter -10,000 under Total NY adjustments. Then, enter the amount of contributions made while a NYC resident in the next column. For example, if you made $5,000 in contributions while a NYC resident, you'd enter -5,000 under the column NYC resident portion. See screenshot below for additional guidance.

     

     

     

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