New York Chapter


Chapter President

Nick Kounios, EA
Pinnacle Taxx Advisors
359 E. Main Street, Suite 1D
Mount Kisco, NY 10549-3035
Phone: 914.244.8930


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Picture Placeholder: James M Kronenberg, CPA EA RTRP
  • James M Kronenberg, CPA EA RTRP
02/11/2015 2:05 AM

​Wondering if NYS resident with IRC Sec 1231 gain (sale of residential real estate with IRC Sec 1250 nonrecapture portion as well) must follow  NYS/NYC IT-215 Line 2 instructions (see below) so that EIC for NYS/NYC is disallowed when including 1231 gain as "Investment Income" for IT-215 purposes (strict use of IRS 1040 line 13 amount) but it is excluded per Fed EIC worksheet so Fed EIC is generated ?

"Line 2 – You cannot claim the New York State and New York City earned income credits if your investment income is more than $3,350. For most people, investment income is the total amount of: – taxable interest (from line 8a of federal Form 1040 or 1040A); – tax-exempt interest (from line 8b of federal Form 1040 or 1040A); – ordinary dividends income (from line 9a of federal Form 1040 or 1040A); and – capital gain net income from line 10 of Form 1040A or line 13 of Form 1040 (if more than zero). For additional information on what qualifies as investment income, see federal Publication 596, Earned Income Credit."

​Thanks for your feedback !  Appreciate any insights or tax software treatment experiences involving this.

2/11/2015 2:05 AMNo
Picture Placeholder: Anna Kubenik, CPA
  • Anna Kubenik, CPA
02/5/2015 2:40 PM

​I have a taxayer and spouse who are both resident of NY state. She works for NYC and lives in NYC. He works and lives outside the city. They file a joint federal return. How do I file the NYS return and the NYC return? Do they file a joint NYS return and she files separately for NYC? If the later is the way to file, what form do I use? And will they lose the education credit for NY if the file separate returns for NY.  

2/5/2015 2:40 PMNo
Picture Placeholder: Megan Sonicksen
  • Megan Sonicksen
19/30/2013 8:31 AM

​Please use this discussion board for discussions specifically relating to the Chapter, state or local tax discussions.

For general discussion items relating to business management, federal tax or education, please use the discussion board located under Member Center>Community.

Anna Kubenik, CPA2/5/2015 2:34 PMNo
Picture Placeholder: Jeffrey Almanzar, AFSP
  • Jeffrey Almanzar, AFSP
12/2/2015 4:46 PM


I just joined NATP, I was wondering if there is a NYC chapter?

if so how can i get involved?

Jeffrey Almanzar

Steve Schultz2/5/2015 7:19 AMNo
Picture Placeholder: Amy Dunham
  • Amy Dunham
39/24/2014 7:25 PM

​ok a little frustrated that I have just heard about the $350 tax credit that will be mailed in a few weeks based on 2012 tax filings.  Anyone else just learning about this?  Any other details out there?

Kathryn M Keane, EA RTRP1/2/2015 12:14 PMNo
Picture Placeholder: Robert E Kaczmarek
  • Robert E Kaczmarek
112/31/2014 12:57 PM

Due to having open heart surgery and an additional surgery on my groin, I was not physically able to attend your WNY Tax review session.  I was wondering why you only schedule one session in Buffalo (Amherst, NY) this year. I know that you will say that there was a session in Rochester, NY. However circumstances prevent members from attending distance sessions. Therefore, how can I get CPE credits for NYS Tax Changes?​

Kathryn M Keane, EA RTRP1/2/2015 12:12 PMNo
Picture Placeholder: Cindy R Kawecki, CPA
  • Cindy R Kawecki, CPA
112/8/2014 9:54 PM
Kathryn M Keane, EA RTRP1/2/2015 12:06 PMNo
Picture Placeholder: W Ralph Sommers, EA
  • W Ralph Sommers, EA
011/13/2014 1:36 PM

​After reviewing the 4 hour course topics I wonder how "they" are going to do all of those topics in 4 hours..I would expect each to be a full day course. On the 16 hr course where is the "preparation" instruction?..look like they just want efile specialists and they will just correct them all....

11/13/2014 1:36 PMNo
Picture Placeholder: Kathryn M Keane, EA RTRP
  • Kathryn M Keane, EA RTRP
010/8/2014 2:32 PM

NYS just released its list of education to meet their requirement of four credits.  These are NOT offered by the Chapter.  Sadly, if you hold a NYTRIN, you are required to take these classes.  Check out ​

10/8/2014 2:32 PMNo
Picture Placeholder: Robert Schnitzer, CPA
  • Robert Schnitzer, CPA
54/23/2014 7:53 AM
Can someone tell me, in a concise format, the NEW New York State requirements for tax preparers?  (e.g.: Continuing education, test taking, etc.).   Also, when is it effective.  Thank you very much.

Kathryn M Keane, EA RTRP10/1/2014 12:57 PMNo
Picture Placeholder: Mary Sue Hertzler, EA
  • Mary Sue Hertzler, EA
57/15/2014 4:53 PM

​does anyone know the date for the nys essential update to be held in hauppauge ny?



mary sue hertzler

Kathryn M Keane, EA RTRP9/25/2014 6:06 PMNo
Picture Placeholder: Richard Paul Gardner, RTRP
  • Richard Paul Gardner, RTRP
09/4/2014 12:34 PM

​I have been made aware of New York Taxation enforcing a law that prohibits tax preparers from chargeing a fee to offer bank products.  You should contact your bank and software provider for further guidance on the future of these products.  Dont wait untill January, there are options avalable.

9/4/2014 12:34 PMNo
Picture Placeholder: Kenneth Portera, ATP EA
  • Kenneth Portera, ATP EA
24/6/2014 10:48 AM

​I"m a NJ NATP member but have a question on about getting an energy credit for a non - resident with NY sourced income. 

Does the taxpayer's residence need to be in NY State to get the credit or does the state allow energy credits for non residents

​ Thanks

Robert Schnitzer, CPA7/31/2014 1:32 PMNo
Picture Placeholder: Richard Paul Gardner, RTRP
  • Richard Paul Gardner, RTRP
27/1/2014 12:00 PM

​Please take a look on the NATP website for information that is sure to make the preparers who passed the RTRP very happy.  The IRS is now having the voluntary testing of non enrolled preparers.  IRS has listed RTRP as exempt from testing.  They have now aknowledged the RTRP status.  Please post your questions or comments here.

Richard Paul Gardner, RTRP7/17/2014 11:27 AMNo
Picture Placeholder: Kathryn M Keane, EA RTRP
  • Kathryn M Keane, EA RTRP
17/2/2014 12:05 PM

Check out the Education page to see our Brochure for our Summer Series.


Thanks so much for the discussions here!

Kathryn  Keane, EA

Chapter Education Committee Chair​

Alan Brachfeld, EA7/16/2014 3:50 PMNo
Picture Placeholder: Deborah A Primeau, RTRP
  • Deborah A Primeau, RTRP
75/7/2014 10:32 AM

​Just received call from second client that has been contacted by NYS and wants W2s sent in for 2013 tax return.  Refunds are being held until information is received.    Doesn't NYS get copies of W2s?

Kathryn M Keane, EA RTRP7/11/2014 10:04 AMNo
Picture: Megan Sonicksen
  • Megan Sonicksen
212/6/2013 10:34 AM

​With tax season fast approaching, remember your Chapter discussion board can be a great resource for state and local tax issues as well as utilizing the state tax volunteers.

Megan Sonicksen, NATP Tax Communications​
Richard Paul Gardner, RTRP6/24/2014 10:17 AMNo
Picture Placeholder: Louis P Ceci
  • Louis P Ceci
12/20/2014 6:43 PM

Is an early distribution from a taxpayers NY state deferred compensation subject to the 10% federal tax?​

Edward L Arcara, CPA6/23/2014 4:24 PMNo
Picture Placeholder: Linda V Archie
  • Linda V Archie
13/4/2014 10:34 AM

​Is a new york state pension with a code 2 exception taxable to New York State?

Edward L Arcara, CPA6/23/2014 4:19 PMNo

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