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lbones
Level 6
March 12, 2026
Question

NYS IT 249 Not transferring from Fed Sch A

  • March 12, 2026
  • 2 replies
  • 15 views

I have a client that has LTC insurance costs ($6020 taxpayer and $5897 Spouse).  When I go into NYS IT 249, that premium cost is not transferred over.  When I enter it manually on Line 1 of Schedule A, the gross premium figure is not flowing to line 5.

What am I doing wrong, I have been doing this for this client for several years and the figure just flowed from the Federal to the State   

2 replies

lbones
lbonesAuthor
Level 6
March 12, 2026

My bad, I have it working.

ljr
Level 9
March 13, 2026

was going to say check the carryover - it is not a refundable credit so if they had no taxable income it wouldn't be there