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- Re: Anyone seen PTO overstate the NY Pension Exclusion?
Anyone seen PTO overstate the NY Pension Exclusion?
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meltax
Level 2
10-26-2024
01:57 PM
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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
2 Comments 2
IRonMaN
Level 15
10-29-2024
09:03 AM
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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!
