2018 ProSeries/New York Readme

Release 2018.290

Contents

Items addressed in this release

Items addressed in previous releases

What's new for ProSeries/New York

Forms

Electronic filing

Additional Information

Items addressed in this release

• Department of Transportation meals. Meals entered on federal Form 2106 line 5 as Department of Transportation meals allowed at 80% on IT-196 line 21.
• IT-196 When property taxes were entered on the federal car and truck worksheet, and there were no auto registration fees or other personal property taxes entered on the federal Schedule A, the property taxes entered on the worksheet were counted twice on the Form IT-196. This issue has now been fixed.
• Error checking. Various improvements to data validations, error checks.

Items addressed in previous releases

• Property Tax and School Tax Credit Claim Forms. Form IT-214, NYC-210 or NYC-208 if filed without IT-201 can be electronically filed. If more than one of these are needed they must be filed by mail.
• Deductible Home Mortgage Interest Worksheet. Clarifying text added to the new Deductible Home Mortgage Interest worksheet.
• IT-213 line 4. Line 4 now only includes dependents who are under 17 years of age.
• IT-196 Mortgage Interest Deduction when interest or points not reported on Form 1098 and limitation applies. Lines 11 and 12 of Form IT-196 were using numbers reported on federal Schedule A line 8b and 8c. With this release lines 11 and 12 of IT-196 are computed using the percentage allowed for New York per the Deductible Home Mortgage Interest Worksheet if applicable.

What's new for ProSeries/New York

The following items are new for tax year 2018:

• See What's New This Year? in the Help Center for information on changes.

Forms

The New York Department of Revenue has approved for filing all forms and schedules included in ProSeries/New York.

Electronic Filing

General information for electronic filing:

You can file returns electronically with this version of ProSeries/New York.

New York State E-File Mandate

Taxpayers and tax return preparers using approved e-file tax software to prepare taxpayer returns are required, to electronically file (e-file) authorized tax documents.

Visit the Tax Department's Web site to learn more about the e-file mandate for tax professionals: https://www.tax.ny.gov/

If you don't file and pay electronically when required to do so, you will be subject to penalties from the New York State Tax Department.

All returns must include the following paid preparer information on all paper and electronically filed returns, if applicable:

• Preparer’s name
• Firm’s name (or yours, if self-employed)
• Address
• Preparer’s NYTPRIN or NYTPRIN exclusion code (as applicable)
• Preparer’s PTIN or SSN
• Firm’s EIN
• Preparer’s signature

Sign up with the NYS Tax Department to receive an email notification when your New York State income tax refund is issued.

The New York State Tax Department provides email notifications to taxpayers about their personal tax accounts.

Visit Online Services at the NYS Tax Department website.

Additional Information

Avoiding errors that cause delays in processing and/or refunds

Taxpayer DMV driver license or state identification information is required. Any missing or misrepresented DMV information may delay return processing. See: https://www.tax.ny.gov/tp/driverlicense.htm

Check all returns

The New York Department of Revenue scans computer-generated forms to quickly process the income tax returns they receive. To meet the requirements for producing computer-generated forms, ProSeries is required to limit the width of the tax information printed on forms that are scanned. In certain cases, data you entered may be truncated. After completing a tax return, review the information that prints (for example, mailing address information), make any necessary changes, and reprint the return before mailing it.

End of ReadMe file for ProSeries/New York