New York 2010: Education Expenses for Nondependents...
Certain customers, who entered education expenses for a student who was not a dependent, may have an incorrectly received the education deduction or credit on their New York tax return for which they were not qualified.
This issue has been fixed.
How to tell if you are impacted:
You may be affected if ALL of the following are true:
- You filed a 2010 New York tax return between March 5, 2011 and March 18, 2011 AND
- On your federal tax return, you entered education expenses for undergraduate tuition expenses for a student AND
- The student was not you and/or your spouse AND
- The student was not listed as a dependent on your tax return
Note: The student’s status on TurboTax’s Dependent Summary screen was “EIC or Care Credit Only”.
If you are affected, you may have underpaid your New York state income 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 – Nondependent Education expenses.
Solution
Let us do the work for you. We highly recommend this.
- Please download and print this Authorization Form.
- 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.
- You can print, sign and mail the corrected return to the New York State 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 State Department of Taxation.
- If you need assistance, call us at the phone number in the TurboTax email.
