Account owner

During 2023, did you, as an account owner, make contributions to or a withdrawal from one or more tuition savings accounts established under New York’s 529 college savings program?

If No , go to line 31.

If you, as an account owner, made contributions , enter the amount up to $5,000 ($10,000 for married taxpayers filing a joint return) on line 1 of the worksheet below.

If you, as an account owner, made a withdrawal and part of the withdrawal was included in your federal adjusted gross income, then enter that amount on line 2 of the worksheet below.

Line 30 worksheet 1. Amount of contributions you made in 2023 to an account established under New York’s 529 college savings program (cannot exceed $5,000 for an individual, head of household, married taxpayers filing separately, or qualifying surviving spouse, or $10,000 for married taxpayers filing a joint return) 1. _________ 2. Amount of Qualified Tuition Program distribution included in your federal adjusted gross income 2. _________ 3. Add lines 1 and 2. Enter here and on Form IT-201, line 30 3. _________

Note: Keep this worksheet for future-year computations of the line 22 worksheet.