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How to enter New York 529 plan contributions in ProConnect

by ProConnect Tax Online Updated 1 year ago

This article will assist you with entering New York 529 plan contributions in Intuit ProConnect.

Follow these steps to enter a 529 plan contribution:

  1. Go to the Input Return tab.
  2. From the left of the screen, select State & Local and choose Modifications.
  3. Select NY Modifications.
  4. Scroll down to the New York Subtractions section.
  5. Enter the dollar amount in the field S-103 College tuition savings deduction.

Additional information

If the taxpayer made contributions as the account owner to one or more tuition savings account(s) established under the New York State 529 College Savings Program, then include contributions, up to $5,000 ($10,000 for Married Filing Jointly) on Line 30 of the NY Form IT-201 (line 29 of the IT-203 in the Federal amount column only), New York's 529 College Savings Program deduction / earnings.

The program will automatically limit the amount entered to $10,000 for Married Filing Joint returns and $5,000 for all other filing Status?s. Afterwards, it will be combined with qualified tuition program distributions reported on Form 1040.


Page 30 of IT-203 form instructions state the amounts should be reported "in the Federal column only."

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