New York 2010: Certain customers and New York's Education Deduction and Credit...

You may be affected if ALL of the following are true:

1. You filed a 2010 New York tax return prior March 5, 2011 AND
2. You entered education expenses for undergraduate tuition expenses on your federal tax return AND
3. You did not qualify for the federal education deduction and/or credits AND
4. On your federal return, your adjusted gross income (Form 1040, line 37 or Form 1040A, line 22) is greater than $90,000 (greater than $180, 000 if married filing jointly.)

Note: If you filed a part-year or nonresident New York tax return, this issue will impact you only if you meet all of the above criteria, and you itemized deductions on the federal return (Schedule A) and your New York income is under $1,000,000.

If you are affected, you may have overpaid your New York tax. You will need to amend your New York tax return.

If you need to contact us, please use the phone number in the email from TurboTax and tell the representative you’re calling about the New York – Education deduction and credits.

Let us do the work for you. We highly recommend this.

1. Please download and print this Authorization Form.
2. Complete the form and fax it to us at the number printed at the top of the form.
   • Note: After we receive your completed authorization form, please allow up to 15 days to amend your return.
3. You can print, sign and mail the corrected return to the New York Department of Taxation.

Or you can make the corrections yourself. However, the amend process can be complex.

To do it yourself, please follow these step-by-step instructions.

• After you make the changes to your tax return, you will need to mail a copy to the New York Department of Taxation.
• If you need assistance, call us at the phone number in the TurboTax email.