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NEW YORK STATE DOWNLOAD

Having recently purchased TurboTax Premier 2022 download from Amazon, I recall a message from TurboTax that the NYS download was to become available on November 17, 2022.  Attempted to download with no success.  When will the NYS download be available?

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9 Replies

NEW YORK STATE DOWNLOAD

Patience will be needed ... try again later and be aware that the programs are NOT fully functional and will not be until mid to late January or later.

 

A LOT of the program is not functional yet mostly due to the IRS not being ready ... they have not yet issued all of the  final forms or instructions for many things so the software companies "punt" for right now until the true game can commence ...

 These first releases of the program are usually very buggy and will require MANY updates before it becomes fully functional which usually will not happen until late January or sometime in February depending on the forms you need.  So patience will be needed as the IRS has not even announced when the 2022 filing season will start yet. 

 

 

Although TurboTax may  allow you to e-filed some returns as early as 1/4/23 (IF the forms in your return are ready for filing … see info below)   they are NOT actually sent to the IRS.  TurboTax stores those early filed returns in a holding “POOL”   until the IRS opens for business and “drains the pool”  for processing ...   only then will you get an e-mail telling you if the return was accepted or rejected by the IRS.  

Only the simplest returns can be transmitted to TurboTax early.    Some forms will not be finalized until Jan 25 and some later than that.

https://ttlc.intuit.com/questions/1908854-forms-availability-table-for-turbotax-federal-products-exc...

Why does TurboTax allow early filing?  Because their competitors do - It is a marketing ploy to capture market share.

Filing early with TurboTax before the IRS opens  is a really BAD IDEA for many reasons...

1) If you discover something that is wrong on your return, receive a W-2 that is different, receive some other tax document that was not on the return that you filed then there is NOTHING that you can do about it other than wait to see if the IRS accepts or rejects the return after they open.  If rejected you can correct and file again, but if accepted then the only remedy is to amend which can take 4 months to process.

2) You must remember to check back after the IRS opens (or check for an e-mail) to confirm that the IRS has accepted or rejected the return.  If rejected, then it was never filed at all and must be corrected and re-filed.  Every year many taxpayers that file early, forget to check back and only discover months later that they never actually filed because if was rejected by the IRS but they had forgotten about checking back after filing with TurboTax.

3) While the IRS does conduct some pre-opening tests and does accept some returns early (ONLY for TESTING purposes), they will not actually  process those until after the official opening date.  There is a reason to test and that is to discover any problems with it's systems.  A couple of years ago a test went bad and several thousand "test" returns were lost.   The IRS was able to recover those but it delayed refunds for some by months.

There is no real advantage to file before the IRS opens  but there are several disadvantages to do so.

When will my forms be ready?

Historically, IRS tax forms start becoming available in January, with a few stragglers (most notably Form 1040X) getting finalized in February.

State tax forms can become available for filing any time between December and late February, depending on the state and the tax form.

For specific forms and dates, refer to the Forms Availability Table for your TurboTax product, see the related information below.

                            

Can I Still Work On My Return Before My Forms are Ready?

Yes, according to the following:

Federal Taxes
You can still work on your return and finish most of it. Once your forms become available, we’ll create the forms and include all of your info.

You’ll only be able to e-file or print your return once the forms are available.

While you’re working on your return, we’ll ask if you want to receive email updates when your forms become available.

State Taxes 
If your forms aren’t available, you’ll get a message asking you to return once they become available.

While you’re working on your return, you’ll have a chance to let us know you want to receive email updates when your forms become available.

Related Information:

  IRS forms availability table for TurboTax individual (personal) tax products

 

Click on the REVIEW tab and the program will tell you what in your return is still NOT ready and the estimated date it will be (subject to change of course ) ... you can put in for an email alert when they are ready ....

NEW YORK STATE DOWNLOAD

Thanks for the response.  In past years, TurboTax gave one an opportunity to opt into receiving a message when the state return was ready to download.  This year, no opportunity was given.  I have no intention of filing taxes before April 2023.  Just wanted to know when to try again to download NYS. 

NEW YORK STATE DOWNLOAD

@ghrad In your TurboTax program click on State Taxes.  Go through the process to download the New York state tax program.  There will be a screen in the download section that will give you the date when the NY state program will be available.

NEW YORK STATE DOWNLOAD

@ghrad This screenshot is an example from my 2022 TurboTax Premier desktop program for the state of Georgia -

 

TTD State Download date.JPG

 

NEW YORK STATE DOWNLOAD

Thanks for your help.  However, not what's happening in my case.  The screen you referenced said that NYS would be available on 11/17.  On 11/17, I was taken through the steps to download.  However, nothing was downloaded although the message was that a download occurred.  Btw, I've been using TT almost since inception. This is the first time that a problem was incurred.  Next step for me is to call TT.

NEW YORK STATE DOWNLOAD

Have you updated the program since you installed it?  Go up to Online-Check for Updates and see.   Have you closed and opened the program again?  And try rebooting your computer.  Then see what happens when you go to the State tab and see if it's there. 

NEW YORK STATE DOWNLOAD

Thank you for your response.  Immediately after purchasing about one week ago, I downloaded the software, and one update was performed.  Upon going to the state section, it said download would be available on 11/17. On 11/17, I attempted to download NY state. TT said the state was downloaded, but it wasn't.  No forms for NY are available and when checking download history, it only shows the one update (from 11/3).  Since, I've open and closed TT and rebooted computer numerous times.  

 

After a couple attempts, I was able to speak with TT tech support.   It seems that NY State is not yet available, nor will it be until early January.  No answer on why the software, after installing, said the previously referenced 11/17/2022.  Hopefully, TT will send emails as was done in the past when the state downloads are ready and correct currently purchased software to show an accurate future download date for NY.

THANKS TO ALL WHO OFFERED HELP.  PLEASE CONSIDER THIS TOPIC CLOSED FROM MY PERSPECTIVE.

 

 

swensen1
New Member

NEW YORK STATE DOWNLOAD

I was able to finally download the NY state module today.

NEW YORK STATE DOWNLOAD

Thanks for the heads up.  After reading your post, I was also able to download NYS.

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