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NY IT-216 and Dependent Care Benefits

Forum|Forum|4 years ago
March 28, 2022
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I have already filed my taxes, but after reviewing my NY state filing, done with TurboTax, I am noticing that on the NY form IT-216, line item 3b, it is blank. NY says that if I received employer dependent care benefits, which my W2 shows I did in Box 10, Worksheet 1 of IT-216 needs to be done. After manually calculating this, I am showing a value that I need to add to line 3b, requiring me to amend my tax return to correct the amount that NY needs to withhold.

Am I missing something here, or is this a glitch in the software? I did add my dependent care benefits in the Federal return, via questions by TurboTax, but this appears to not have been ported over for IT-216, line 3b.

Best answer by LenaH

My token is 977348.

Thank you for your assistance.

Thank you for the token. There seems to be an issue that could be corrected in TurboTax Desktop, but not in TurboTax Online. We need to investigate further and it will take a bit of time.

If you are using TurboTax Desktop, I have found that if you manually enter $0 into Line 3b in the Forms View, the credit will calculate correctly. For the Dependent Care Worksheet, if there is an amount on Line 14 that is zero or less, you cannot take the credit. Line 16 of the Worksheet flows to Line 3b of the IT-216, which should then be $0.

For instructions on how to amend your return, please see How do I amend my 2021 return?

@nyeng53

J

JohnW152

There’s no known issue with the form, but here are some possibilities.

I know you say that box 10 of your 2021 Form W-2 had an amount. Was the box 10 amount included when you input your W-2 into Turbotax? If it wasn’t, this would be the cause of the error. In TurboTax Desktop you can see your W-2 by selecting the Form icon in the upper right corner of the program, then selecting Form W-2 in the panel that appears on the left.

While you’re in that panel, you can also check Form 2441 to make sure the dependent care benefits were included in Part III of that form.

You might also check your calculations using Worksheet 1 – Dependent care benefits in the Instructions for Form IT-216 Claim for Child and Dependent Care Credit Tax Year 2021. Sometimes worksheets you'll find here or there don’t actually match up with the official worksheet. And it’s a long, convoluted worksheet, so you might double-check your math.

N

nyeng53Author

Okay, my dependent care information is showing up in the form view of my W2, Form 2441, and in my NY IT-216. What is really hanging me up is when doing worksheet 1 for 3b (as well as seeing it in TurboTax), line 14 of the worksheet comes out to be a negative number, which says if the value is 0 or less, then you cannot take the credit. If you jump to line 5, of IT-216, $3000 is entered for one qualifying person. Should that be the case if line 14 of worksheet 1 is zero or negative?

LenaH

It would be helpful to have a TurboTax ".tax2021" file that is experiencing this issue.

You can send us a “diagnostic” file that has your “numbers” but not your personal information. If you would like to do this, here are the instructions: Go to the black panel on the left side of your program and select Tax Tools.

Then select Tools below Tax Tools.
A window will pop up which says Tools Center.
On this screen, select Share my file with Agent.
You will see a message explaining what the diagnostic copy is. Click okay through this screen and then you will get a Token number.
Reply to this thread with your Token number. This will allow us to open a copy of your return without seeing any personal information.

We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution.

@nyeng53

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