What Is A 414 (h)? - TurboTax Support - Intuit

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Yes No tectorelfambino tectorelfambino New Member What is a 414 (h)? im from NJ and its under box 14 other Topics:
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posted ‎June 4, 2019 8:40 PM last updated ‎June 04, 2019 8:40 PM 0 25 44,593 Reply Bookmark Icon Connect with an expert
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1 Best answer Accepted Solutions ChristinaS Expert Alumni ChristinaS Expert Alumni

What is a 414 (h)?

Public employee retirement contributions.

There's no relevant dropdown in Box 14. This information, if listed in Box 14, is informational only. The taxation is already built into the numbers on your W2, so no adjustment occurs on your return.

You can ignore it, or enter as Other-Not on List. Both have the same effect, which is no effect.

Your Federal and NJ wages on the W2 should already be properly calculated to reflect the proper tax treatment. These contributions are tax deductible for federal, and not for state. Your NJ wages will be higher than federal due to NJ's taxation of 414(h), 403(b), HSA, health insurance, and more.

View solution in original post

‎June 4, 2019 8:40 PM 3 6 41,386 Reply Bookmark Icon 25 Replies ChristinaS Expert Alumni ChristinaS Expert Alumni

What is a 414 (h)?

Public employee retirement contributions.

There's no relevant dropdown in Box 14. This information, if listed in Box 14, is informational only. The taxation is already built into the numbers on your W2, so no adjustment occurs on your return.

You can ignore it, or enter as Other-Not on List. Both have the same effect, which is no effect.

Your Federal and NJ wages on the W2 should already be properly calculated to reflect the proper tax treatment. These contributions are tax deductible for federal, and not for state. Your NJ wages will be higher than federal due to NJ's taxation of 414(h), 403(b), HSA, health insurance, and more.

‎June 4, 2019 8:40 PM 3 6 41,387 Reply Bookmark Icon jjones9463 jjones9463 New Member

What is a 414 (h)?

Hi, I work in NYC, my wife in New Jersey. We file married jointly. We file non resident IT-203. Her W2, not mine, has 414h. NY will not accept via efile unless I select 414h NY taxable in the other box in section 14. Why is this NY taxable? The 414h is a New Jersey plan. All of her wages are NJ based. Can I leave it off section 14?. Thanks . ‎June 4, 2019 8:40 PM 1 41,385 Reply Bookmark Icon mccortese mccortese New Member

What is a 414 (h)?

We are having the same issue. Would love to get an answer since NY is the only return we are getting a refund from this year. ‎June 4, 2019 8:40 PM 0 41,385 Reply Bookmark Icon bmmcg bmmcg Returning Member

What is a 414 (h)?

Having the same problem. Is there a resolution? NYS saying we must file by mail, I would prefer not to do that ‎June 4, 2019 8:40 PM 0 41,385 Reply Bookmark Icon bmmcg bmmcg Returning Member

What is a 414 (h)?

Did you receive any answer, I have the same problem. I do not wish to file my NYS by mail ‎June 4, 2019 8:40 PM 0 41,384 Reply Bookmark Icon shenghwa shenghwa New Member

What is a 414 (h)?

Having the same problem. Would like to know the answer. Thanks! ‎June 4, 2019 8:40 PM 0 41,384 Reply Bookmark Icon Tariq1 Tariq1 New Member

What is a 414 (h)?

Having the same problem. Is there a solution? ‎June 4, 2019 8:40 PM 0 41,384 Reply Bookmark Icon octoval octoval New Member

What is a 414 (h)?

414h is holding up my return as well. How do we file NY state with this listed on federal as Other

‎March 3, 2020 5:58 AM 0 15 38,058 Reply Bookmark Icon JohnW222 Expert Alumni JohnW222 Expert Alumni

What is a 414 (h)?

You should be able to enter this in TurboTax Online. Go to:

  1. Tax Tools near the bottom of the left pane in the program.
  2. Select Tools.
  3. Select Topic Search.
  4. Select Edit for the relevant Form W-2.
  5. Scroll down to the Box 14 area. To the right, there's a dropdown for Category. Click the dropdown and you'll find two "NY IRC 414(h)" options. Select the appropriate option.
**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer" ‎March 3, 2020 10:44 AM 0 14 38,048 Reply Bookmark Icon AshGib AshGib New Member

What is a 414 (h)?

This does NOT answer the question. The 414H is from a person (wife) that works in NJ. Why would we select an entry that specifies NY?

‎March 8, 2020 1:30 PM 0 13 37,882 Reply Bookmark Icon SusanY1 Employee Tax Expert SusanY1 Employee Tax Expert

What is a 414 (h)?

In order to e-File the return, one of the two NY 414(h) options must be selected.

One of those is NY "tax-exempt" which may make the most sense for income that is ultimately apportioned out of New York. This would be the best workaround to e-File the return, and will not affect the numbers.

Otherwise, the return must be filed by mail.

@AshGib

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer" ‎March 9, 2020 10:19 AM 0 12 37,857 Reply Bookmark Icon pastorp pastorp New Member

What is a 414 (h)?

I am trying to file my clients NYS IT 203 and the NY 414H issue is also preventing me from filing electronically. The NJ 414H should not be taxable in NYS as my clients wife is a NJ State teacher and NJ resident. Not sure why Pro series coded it this way. If I choose tax exempt, I still get the message on the NYS IT 203 saying that the IT 203 return must be filed manually. So, it sounds like I have to file the IT 203 manually, unless there are other suggestions. Would appreciate any suggestions

Thanks!

‎April 1, 2020 10:50 AM 0 11 37,227 Reply Bookmark Icon LeonardS Expert Alumni LeonardS Expert Alumni

What is a 414 (h)?

Your question is related to Pro Series and not TurboTax. Both are under Intuit however they are separate products lines. It is out of scope for TurboTax to answer questions related to Pro Series. You need to direct your question to Have a question for your ProConnect

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer" ‎April 1, 2020 11:07 AM 0 10 37,225 Reply Bookmark Icon MGClark MGClark Returning Member

What is a 414 (h)?

I'm having the same problem in Turbotax Deluxe. I live in NJ but sometimes work in NY. My wife is a NJ teacher. Last year we had to file NY manually because of this issue and it a little disappointing it hasn't been fixed. Following the suggestion of selecting NY "tax-exempt" still requires manual filing. It seems there need to be another choice "Not related to NY" or "Non-Resident & Non-NY Pension" that would allow NY to be electronically filed.

‎April 15, 2020 11:50 AM 0 9 36,903 Reply Bookmark Icon
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