Got a notice from NYS tax department asking for my W-2 and taxes held from other income there is no other employer.

[crewas46]

All information was sent with my return. Do not know why NYS Tax Department is asking for this info?

[Opus 17]

Print your return and make sure you filed correctly and only reported income you think you have.  If your return is ok, mail the requested proof to the state.

The state gets an electronic summary of the W-2 you typed in, and compares it with wage and income information provided to the state by your employer.  It might be that the employer has not filed their information with the state, or there is a mis-match, or it might be a random check.

One common fraud in the past was to invent a fake job with lots of excess withholding so you show a big refund, and then by the time the state figures out the job and withholding were fake, the check is cashed and gone.  So they are putting more up front effort into matching the wage information provided by taxpayers and their employers.

[louise878]

hello. after we have validated the w-2 summary we typed in and submitted all our w-2 online. when should we expect to receive our refund? There are no next steps provided after we respond to their request.

[BillM223]

You are submitting a tax return, not a W-2, which is just one form that goes into a tax return.

If your tax return is accepted (by the IRS? NYS? I don't know which one you are referring to), then it can be in as little as three weeks to receive a refund, if you are using direct deposit. However, there are a number of factors that might slow that down.

"after we respond to their request." What request are you referring to?

@louis878

[louise878]

Hi - I submitted my tax return for 2022 on time last year via turbotax. I received my federal tax refund last year within 3 weeks. However, I never received my NYS tax refund yet because I received a request for information letter which asked for copies of all my w-2 forms. I responded to their request for information and I never heard back. According to turbotax when I filed last year, I was supposed to receive a NYS tax refund. Just wondering how long that will take to hear what are next steps.

[HopeS]

If you have not received your refund after you sent the additional information to New York you may contact them by calling 518-457-5149. 

You can also sign up to receive certain notices electronically in place of physical mail. You can view your notices anytime from any device. You can receive notifications about:

• account adjustment notices
• updates to your tax account
• tax bills
• return delinquency notices
• audit notices
• when your personal income tax refund is issued (only available for Individual Online Services accounts)

See the Link below to sign up:

Sign up for electronic communications

@louise878