2002 Macintosh State Workarounds and Other Notices

State Forms
All state forms are final.

State Instructions
All state instructions are final.

E-filing
E-filing is enabled for all eligible Macintosh states.

No Support for Paid Preparers
TaxCut State programs do not support paid preparers and electronic return originators (EROs).

New York

NY Form 214: Claim for Real Property Tax Credit
Users Affected: You are affected by this problem if you meet both of the following conditions:

• You are filing a New York state return as a full-year resident; and
• You are a renter whose annual rent exceeds $5400.

Problem: When your rent exceeds the annual limit of $5,400, TaxCut allows you to continue through the Interview as though you qualifiy for the Real Property Tax Credit, but it does not accept entries on the "Household Members Information" screen. When your limit on rent paid is exceeded, TaxCut should display an Interview screen informing you that you do not qualify for the credit.

Solution: The New York state update corrects this problem. To update your New York state program, go to the Tools menu in TaxCut; and select Update TaxCut. You must install the update before e-filing your return.

NY Form IT-201 and IT-203: Pension Income Exclusion and Annuity Contract
Users Affected: You are affected by this problem if you meet all the following conditions:

• You are filing Form IT-201, New York Resident Income Tax Return (Long Form) or Form IT-203, New York Nonresident and Part-Year Resident Income Tax Return; and
• You reported pension/annuity income on your New York state return; and
• The pension/annuity income includes an annuity contract purchased with your own funds from an insurance company or other financial institution.

Problem: An annuity contract purchased with your own funds from an insurance company or other financial institution is incorrectly included in the pension and annuity exclusion on Form IT-201, line 28 or on Form IT-203, line 28.

Solution: The New York state update corrects this problem. To update your New York state program, go to the Tools menu in TaxCut; and select Update TaxCut. You must install the update before e-filing your return.

Ohio

Non-resident/Part-Year Resident Tax Credit Calculation
Users Affected: You are affected by this problem if you meet both of the following conditions:

• You were a part-year resident of Ohio during 2002; and
• You did not have any Ohio source income while you were a Non-Resident.

Problem: TaxCut does not correctly calculate your Ohio Non-Resident/Part-Year Resident Tax Credit on Schedule D of your Ohio income tax return

Solution: The Ohio state update corrects this problem. Complete the following steps:

1. Go to the Tools menu; and select Update TaxCut to update your Ohio state program.
2. Open your Ohio state return.
3. Click the Take Me To... button. Select the "Schedule D - Non-Resident/Part-Year Resident Credit" Interview topic; and click Go.
4. On the "Schedule D - Non-Resident/Part-Year Resident Credit" screen, click Yes.
5. Enter the information requested to complete this Interview topic.
6. Go to the File menu; and select Save.

Return to Updates and Workarounds for the 2002 Macintosh State Programs .