Level 3

Question

NYS adjusting tax, therefore reducing refund amounts

Forum|Forum|4 months ago
February 26, 2026
5 replies
22 views

Several clients have received NYS Account Adjustment Notice stating there is a tax computation error. I checked for ProSeries updates, opened a new client, entered exact same information and it still calculates the same as original return. Why isn't the state return calculating correctly, or could NYS actually be making the error?

ProSeries Basic

Just-Lisa-Now-

Intuit Community Champion

"what" is the miscalculation, does NY send a letter explaining what changed?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

H

Harriet59Author

Level 3

NYS sends the adjustment notice showing a recomputed tax. I've responded to the notice on behalf of a couple of clients (they signed authorizations for me to do so). I manually computed the tax using the NYS tax computation worksheet (which is the same as the ProSeries calculated tax amount) and attached that to the response. So not it's wait and see what they reply.

Skylane

Intuit Community Champion

Not very encouraging.... do the returns you received notices on have anything particular in common?

If at first you don’t succeed…..find a workaround

Skylane

Intuit Community Champion

Is it a small difference? This may be a stretch but any chance TP received inflation refund check ?

If at first you don’t succeed…..find a workaround

H

Harriet59Author

Level 3

No, not related. The inflation check isn't taxable for NYS.

H

Harriet59Author

Level 3

Is anyone else having this issue? The calls keep coming in that clients NYS refunds are less due to NYS recomputing the tax. No other adjustment to the return - just the tax. I'm using ProSeries Basic. When I manually calculate the tax using the NYS Tax computation worksheet, it is the same as the ProSeries calculated tax.

No response yet from NYS. Just wondering if anyone else is dealing with this.

Thanks.

BobKamman

Level 15

I have only one client who files a NY return, and he's a nonresident. But looking at the instructions, I see there are six different worksheets for MFJ and five different worksheets for everyone else. They all seem to start with Lines 33 and 38. Are you sure those numbers are correct? And, are you sure you are using the correct worksheet (maybe the program is not using the correct one)?

H

Harriet59Author

Level 3

Absolutely sure. I've even recalculated using one of the others, and it still doesn't come to the NYS recalculated amount.

S

StuartCPA

Level 2

I used the NYS worksheet to calculate the tax and it agrees with the Proseries calculation. I'm waiting for NYS to respond to my disagreement response

F

fredr

Level 5

Same here pro series is calculating correctly, n.y. is figuring tax incorrectly on married returns with taxable income over $107,000.

M

MICHAELMARS

Level 6

NY has acknowleged that they have a programming issue and they will be cancelling the corrections on their notice. it is their error and not PS. Drake and the state society has sent letters out to be aware.

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