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M
meltax11
Level 2
October 26, 2024
Question

Anyone seen PTO overstate the NY Pension Exclusion?

  • October 26, 2024
  • 2 replies
  • 5 views

There were only around $9k total IRA and pension distributions, but PTO put over $22k on the adjustment for New York State.

Anyone seen this before? 

Also, does anyone know if Intuit will help with penalties due to this technical error?

Thank you so much for any help!

Melissa

    This topic has been closed for replies.

    2 replies

    sjrcpa
    sjrcpa
    Level 15
    October 29, 2024

    "does anyone know if Intuit will help with penalties due to this technical error?"

    That's a good one.  🤣 No they will not.

    The more I know the more I don’t know.
      IRonMaN
      IRonMaN
      Level 15
      October 29, 2024

      Statistically speaking, the odds of Intuit helping with the penalties are about the same as Intuit refunding your fees for last tax season.  As a side note, their take on things is they are merely an aid in tax preparation, it's still up to the preparer to catch their errors before filing the return.

      Slava Ukraini!
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