So, here is the story... I have been trying to file for months now... I accidentally went all the way, and TurboTax won't allow me to file electronically with a W-2 that lacks a value in Box 1... I contacted the IRS, and they stated that I don't need to record the extra W-2, but unfortunately, I seem to have locked myself out of filing completely, as NYS law requires that all software based tax prepared tax forms be sent electronically... Thus, I need to simply go into TurboTax, remove the W-2, and file the first time electronically before Tax Day...
And by the way, I have not yet printed my original returns and sent them, as NYS will not accept a paper return... It is only my third time filing taxes, and I really just want to fix it and send it immediately...
I am going to give you instructions on how to amend so you can 'unlock' your return.
In past years, yes... This year, I got stuck with a W-2 that I thought had to be reported... As I stated, I contacted the IRS about it, and it turns out to be a valid, but unnecessary W-2... I have not printed my returns, nor sent them in any form for this year...
TurboTax insists I must file on paper, but I know after contacting the IRS that this is not the case, and my only option (according to TurboTax) is to file a 1040X...
If you hit File my Return then it probably got sent by efile. You better double check if it went though,
<a rel="nofollow" target="_blank" href="https://shop.turbotax.intuit.com/efile/efile_status_lookup.jsp">https://shop.turbotax.intuit.com/efile/efile_status_lookup.jsp</a>
Would it allow me to efile normally (i.e. standard 1040)?
You can mail your NY return - see below. When you sign in, do you see 'Take me to my return'?
And, to answer VolvoGirl's question, uh... No, the IRS hasn't received anything either...
<a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/questions/1894381-how-to-amend-change-or-correct-a-return-you-already-filed">https://ttlc.intuit.com/questions/1894381-how-to-amend-change-or-correct-a-return-you-already-filed</a> Here is the amend link if you are locked out.
I just want to finally finish filing my taxes the first time!
When you sign in - What do you see? Do you see 'Take me to my return'?
What I am saying is it claimed I filed already, but I haven't sent anything because NYS requires it be electronic... Amending requires mailing, and NYS already won't accept the original because it was prepared electronically and thus needs electronic submission...
All I need to do is remove a W-2 from an original file I haven't sent yet, not amend and mail something that won't be accepted anyway by the state!
Nope! It states simply "Printed", which I never did because of NYS filing requirements...
Here is your problem - If you did in fact e-file your federal, you cannot e-file your state until your federal is ''Accepted''. If you have not e-filed your federal, you cannot e-file your state - but because of this (see the answer), you are NOT required to electronically file your state - you are exempt..
It says specifically "Way to go, Ian! You filed your 2017 taxes." even though they were never sent by mail...
It thinks I have filed, when the IRS can tell you I haven't yet...
You ''filed'' by mail through TT, you will need to print and mail federal and state. You are exempt from the NY e-filing requirement.
The IRS says you didn't file because they have not received your mailed-in return. You chose ''by mail' instead of 'e-file' when you filed your federal.
Since TurboTax does not support e-filing for your return, you are exempt from the mandatory e-filing requirement. You're required to electronically file your return only if you meet all three of the following conditions:
Since you don't meet condition #2, you can mail your return. As of April of 2012, the New York Department of Taxation removed the formerly-imposed $25 penalty for filing by mail.
Here is the address and mailing instructions for New York state tax returns:
You must include the following on your envelope:
If you are NOT including a payment, mail your return to:
STATE PROCESSING CENTER
PO BOX 61000
ALBANY NY 12261-0001
If you ARE including a payment (check or money order), mail your return (including Form IT-201-V) to:
STATE PROCESSING CENTER
PO BOX 15555
ALBANY NY 12212-5555
Include copies of any documents that report NY withholdings or NY earned income.