topic Re: Filing timing in State tax filing

Filing timing

tk37 — Fri, 04 Dec 2020 15:48:54 GMT

I will get a refund from Indiana state income tax but must pay Federal income tax and they do not completely offset each other. Can I file the state return in late January when the filing period opens and hold the federal return until April 15, 2021?

Re: Filing timing

xmasbaby0 — Fri, 04 Dec 2020 16:03:41 GMT

That plan only works if print and mail the state return. When you e-file, the federal return has to be e-filed first and be accepted BEFORE the state can be e-filed and accepted. So if you want to file the state first and wait for the state refund, print it sign it and mail it.

Re: Filing timing

VolvoGirl — Fri, 04 Dec 2020 16:14:37 GMT

Or efile both together and say you will mail a check for the federal. Then you can send it later or pay directly online at the IRS whenever you want.

Re: Filing timing

xmasbaby0 — Fri, 04 Dec 2020 16:16:55 GMT

@VolvoGirl @tk37 Duh.....Maybe with a little more caffeine I would have come up with that too.....

Re: Filing timing

tk37 — Fri, 04 Dec 2020 16:27:00 GMT

Brilliant suggestion! Navigates the rules in a simple fashion! Thank you xmasbaby0. I will have a glass of Special Reserve Crown Royal to celebrate your idea! 🙂

Re: Filing timing

tk37 — Fri, 04 Dec 2020 16:32:04 GMT

I am peeing my pants laughing at how simple the ideas are. Bureaucrats do not have a chance!!!