2023 TTax Deluxe macOS
Filing a Return Tab
E-filing is Closed for the Season, You Can File by Mail
(click Continue)
How do you want to file?
E-file (required for NY)
File by Mail
Choose either selection, next window says can't E-file federal due to 5 efile limit reached
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Problem seems to be
TTax is trying to file both federal and state and fails on federal efile. It doesn't provide an option to just file the state by Mail to avoid hitting the federal 5 efile limit
To work around, I basically have to print Records (File -> Save for your Records) and select the forms to mail in manually.
E-filing for 2023 has been permanently closed since October 15, 2024. The only way to file a 2023 tax return--federal or state -- is to print, sign and date it, and mail it in.
New York prefers e-filed returns, but there are certain circumstances that make it necessary for you to file your NY return by mail and the state DOES allow mailed returns. If you could not or did not e-file your federal return then your NY return cannot be e-filed. It has to be mailed. It is not possible to e-file any state return if the federal return was not e-filed and accepted by the IRS.
https://www.tax.ny.gov/pit/efile/efile_mandate_for_individuals.htm
https://www.tax.ny.gov/pit/file/return_assembly_mail.htm
Yes, I undersetand can not efile NYS amended return now.
Problem is TTax likely has a bug relating to NYS efiling policy that seems to disable ability to print amended returns. Once 5 federal efile returns limit on TTax Deluxe has been met. There is no option for printing of NYS amended return OR federal amended return. I don't now if printing option exist IF 5 federal efile option has not been maxed out.
The bug seems to be the following
TTax always thinks NYS requires efiling even when NYS efiling window is closed. Then it steps onto 5 federal efile limit (TTax Deluxe). No options to print either NYS or Federal amended return for Mail filing.
Are you using a Mac? I easily print state returns using my Mac by simply going up to File and then to Print and choose to print state returns for filing by mail.
Thanks! you are correct. Was able to print for Mailing using your directions. I guess just used to TTax directing properly following the File tab steps.