I downloaded the IT-267 from Tax.ny.gov and completed it
I attached it to the return using the attach PDF function
I cheated: there's no drop down for that form so I picked another form that was in the drop down
I used the override field for IT-267 to put in a credit of $2,503 (the actual amount)
Recall that Proconnect has the override field... just no IT-267 form or even a generic form.
The e-file was accepted. BUT, the other day the client got their refund, and NY adjusted it down by $2,503. He's calling them tomorrow morning.
Here's the rub: the refund amount with the credit was correct. The form is their form from the web. The only thing that was off: the attached form drop label didn't match.
Bottom line: I don't see a workaround other than mailing it in. I'm hoping the client can answer on the NY tax website, upload the form, and get it squared away.
