topic E-filed Fed but cannot e-file State (NYS). I accidentally clicked Amend and I am unsure how to revert or proceed in State tax filing

E-filed Fed but cannot e-file State (NYS). I accidentally clicked Amend and I am unsure how to revert or proceed

tyler- — Thu, 04 Mar 2021 03:25:36 GMT

I thought I messed something up on State and mistakenly clicked to Amend my past State filing. Now when I go to edit State, it asks why I am amending and I don't have a reason. I am also unable to start over my state filing. All this because I was trying to figure out why it would let me e-file Fed and not State. My Fed was accepted (within 15 minutes) and therefore I cannot start over.

I went to Tools>Delete a form and tried to delete everything for State in hopes of regaining a fresh slate to file State but that did not work.

This is only my 3rd year filing and I don't know the ramifications of an incorrect filing and want to be sure it's all correct. I was in a small panic as to why I couldn't e-file State and thought I messed up bad, and now it feels like I made it worse. I should have just printed and mailed it...but TT was saying mail-in is not recommended (but it was the only option)...

I am using web version of TurboTax on a Mac if that helps.

Re: E-filed Fed but cannot e-file State (NYS). I accidentally clicked Amend and I am unsure how to revert or proceed

tyler- — Thu, 04 Mar 2021 03:32:48 GMT

I just put reason for amend as 'mistakenly clicked amend' and now I am able to print and mail to file, but I am still unsure why I can't e-file...I never actually filed State for 2020.

Re: E-filed Fed but cannot e-file State (NYS). I accidentally clicked Amend and I am unsure how to revert or proceed

tyler- — Thu, 04 Mar 2021 03:33:47 GMT

I just realized my new State return is almost half as much as it was before I messed it up. Is there any possible way to fresh start State??

Re: E-filed Fed but cannot e-file State (NYS). I accidentally clicked Amend and I am unsure how to revert or proceed

tyler- — Thu, 04 Mar 2021 03:51:19 GMT

I fixed my amendment to recognize my tuition discount so I am back at my expected State refund, but in the download to mail in, the page literally says

"New York State requires this income tax return to be filed electronically. New York State law requires income tax returns prepared using software to be e-filed. Because this New York State tax return was prepared using software, you MUST file it electronically. Besides being the law, e-filing has many advantages:..."

SO I know NYS is a circus but will I have any problems mailing it in? I don't mind waiting 12-16 weeks it says it will require to process but this seems so unnecessary for reasons unknown...I e-filed 2018 and 2019 with no issues.

Re: E-filed Fed but cannot e-file State (NYS). I accidentally clicked Amend and I am unsure how t...

KathrynG3 — Wed, 31 Mar 2021 18:55:54 GMT

No, it is acceptable to mail the state. If the software used for the state return will not allow the state to be e-filed, this is a valid exception that New York state will accept for paper filing.

Before you print however, first select Cancel Amend in the left menu to stop the amended state filing. Since it has not yet been filed, it should not be amended.

Next, to verify that you must paper file, Try to change from paper filing the state to e-filing, using these steps:

Return to the File section of the return and adjust your entry.
On the Just one more step screen, follow steps 1 and 2 if you haven't already.
Select the Start button to the right of Step 3.
On the Let's get ready to e-file screen, select I want to e-file.

Check the explanation for why you cannot e-file New York State. New York does have a higher standard for identity verification. See: Why do I have to provide my driver’s license to file a New York state return?

Regarding your tuition credit, New York state allows the credit only for full-year New York State residents completing undergraduate studies. For more information, see: Instructions for Form IT-272 Claim for College Tuition Credit.

Also,

Check your input for the Driver's License. There is a higher standard than other states and this may be the cause if everything else went fine during the state Review.

Also, try returning to your Jobs (W-2) screen. To do this, inside TurboTax, enter W2 in the search box. Select the Jump to link in the search results.

Once at the W-2 Input, select the W-2 and click Continue.
The next screen will have the box 14 input for W-2. If you have an entry in “Box 14 – Category” that says “New York IRC 414(h) NY tax exempt,” then
- For the corresponding input for “Box 14 – Description”, append the phrase “NOT” to whatever their current text is in that field.
- For example, if EXP is entered, change it to read EXPNOT

This workaround will provide you with the option to e-file.

[Edited 03/31/2021 | 11:55 AM PST]

@tyler-

Re: E-filed Fed but cannot e-file State (NYS). I accidentally clicked Amend and I am unsure how t...

tyler- — Sun, 07 Mar 2021 08:38:39 GMT

@KathrynG3 My NYS Return says it has been printed and there are 5 amendments for some reason. Is there a way to unamend it even if it has been printed?

Re: E-filed Fed but cannot e-file State (NYS). I accidentally clicked Amend and I am unsure how t...

KathrynG3 — Sun, 07 Mar 2021 13:21:28 GMT

Yes, as long as it has not been mailed in, you can change it by Canceling the Amends. It is possible that you will have to cancel the amend five times to get back to the original filing.

First, select Cancel Amend in the left menu until it is no longer available in the menu.

To check that there are no more Forms IT-201-X in the state tax return, follow these steps:

From the left menu, select Tax Tools.
Select Tools.
Select Delete a Form.
Scroll down to the state and search for Form IT-201-X. If there are any listed, select Delete, and Delete Selected Form, and Continue.

For more information, see: How do I e-file my state after I already filed my federal?

2020 New York Form IT-201 Instructions

Re: E-filed Fed but cannot e-file State (NYS). I accidentally clicked Amend and I am unsure how t...

tyler- — Sun, 07 Mar 2021 22:01:29 GMT

@KathrynG3 I dont currently see and never have seen an option called Cancel amendments.

I tried deleting all NYS documents but it won't let me clear all of them, they just stay in the list of documents.

Now when I try and "Clear & Start Over" my NYS return, I am told I can pick up where I left off but I can't start over because my Fed was Accepted. But it says to continue with my amendment. I have already gone through this a few times and it will just add another Amendment to my returns list.

Re: E-filed Fed but cannot e-file State (NYS). I accidentally clicked Amend and I am unsure how t...

tyler- — Sun, 07 Mar 2021 22:10:40 GMT

@KathrynG3 I have gone through NYS again and I am back up to my (what I think is) correct return dollar value, but it keeps bringing me back to:

Check This Entry

IT-201-X Pg 1-2 -- IT-201-X Pg 5-6: Reason(s) for amending your return must be selected. Check all applicable boxes.

And I still don't see any options to remove the amendment. Should I choose "Other" and type in "Mistaken amendment"??

Re: E-filed Fed but cannot e-file State (NYS). I accidentally clicked Amend and I am unsure how t...

tyler- — Sun, 07 Mar 2021 22:28:33 GMT

@KathrynG3 Also, under "Change filing method", it says "E-file is not available because your original return was not e-filed."

Which I have no clue why it wouldn't have e-filed the first time. I think it glitched when I was inputting my Driver's License info. But I can't recall since it's been such a headache.

Re: E-filed Fed but cannot e-file State (NYS). I accidentally clicked Amend and I am unsure how t...

MaryM428 — Sun, 07 Mar 2021 23:01:04 GMT

If the original return did not efile, then you will have to print and mail the return. When you print the return, there will be a cover sheet with directions for what to include with the return and the address to mail it to. New York state does not like to receive paper returns, but they will accept and process them.

Re: E-filed Fed but cannot e-file State (NYS). I accidentally clicked Amend and I am unsure how t...

tyler- — Mon, 08 Mar 2021 03:21:25 GMT

@MaryM428 Thanks for clarifying. I wish I knew why it wouldn't e-file though...Seems like a big hassle over nothing...

Re: E-filed Fed but cannot e-file State (NYS). I accidentally clicked Amend and I am unsure how t...

KathrynG3 — Mon, 08 Mar 2021 13:22:22 GMT

It probably ties back to New York's higher standard for identity protection if there were otherwise no concerns when reviewing the contents of the state return.

If you are not using TurboTax Online, then there will not be a Tax Tools section to access to delete Form IT-201-X.

For TurboTax CD/Download, go to Forms mode. There will be a left menu with a title Forms in My Return. Select Open Forms and in the search box, enter IT-201-X and select Open Form in the lower right corner of the pop-up window.

When this opens, look for Delete Form in the lower left corner.

The good news is New York did not get the state return yet because it has not been mailed in; the bad news is Form IT-201-X should not be generated or included and must be deleted.

Re: E-filed Fed but cannot e-file State (NYS). I accidentally clicked Amend and I am unsure how t...

tyler- — Thu, 11 Mar 2021 00:32:29 GMT

@KathrynG3 so I have to download the actual TT Software to be able to remove IT-201-X? Will it let me delete all the extra amendments? DO I need to mail in the original filing and all the amendments? If so, I Can only print the latest amendment so I am not sure how to proceed...

Re: E-filed Fed but cannot e-file State (NYS). I accidentally clicked Amend and I am unsure how t...

AmyC — Thu, 11 Mar 2021 23:26:36 GMT

Did you ever file the original return? It sounds like you have not filed anything yet for NY. You can file an original return electronically instead of doing an amend if that is the case. It would be easier to download the software to your computer so you can delete the stuff you don't want. The forms mode in the desktop program has more flexibility than online.

Re: E-filed Fed but cannot e-file State (NYS). I accidentally clicked Amend and I am unsure how t...

tyler- — Thu, 18 Mar 2021 18:01:26 GMT

@AmyC I never filed original NY return. I am trying to find the desktop version of turbotax. Is it available for Mac?

Re: E-filed Fed but cannot e-file State (NYS). I accidentally clicked Amend and I am unsure how t...

tyler- — Thu, 18 Mar 2021 18:04:31 GMT

@AmyC Ok I foound the download section but I have to pay for the software. I do not think that is fair considering the Online version is free and something got messed up out of my control. I tried to e-file for free and TT Online told me I couldn't and I never had an option to download my original return. I mistakenly amended it because TT Online said I might need to do that and now I'm in rabbit hole of amendments I need to delete and can't without paying. Filing became free and now I have to pay for software I shouldn't need??

Re: E-filed Fed but cannot e-file State (NYS). I accidentally clicked Amend and I am unsure how t...

AmyC — Sat, 20 Mar 2021 01:27:42 GMT

Try to delete the state online and see if you can get a good return online. This is what I want you to do:

Click that you want to add a state - no you don't want to, it's a back door trick
Now you are in the program without it thinking you want to amend
Delete everything that isn't related to your original filing.
See How to Delete
Save a copy that matches your original filing if possible.
Correct things and make a decent NY return.
File it.

You can fill this form out for someone to call you if you still need help or customer service and the download.

Re: E-filed Fed but cannot e-file State (NYS). I accidentally clicked Amend and I am unsure how t...

tyler- — Thu, 22 Apr 2021 23:20:28 GMT

"You can fill this form out for someone to call you if you still need help or customer service and the download. "

@AmyC that link is broken and I still need help.

Re: E-filed Fed but cannot e-file State (NYS). I accidentally clicked Amend and I am unsure how t...

AmyC — Fri, 23 Apr 2021 00:43:10 GMT

Unfortunately, the link works for my manager and myself so that means there is something sticking somewhere to make it not work for you. Here is the actual web address, https://support.turbotax.intuit.com/contact/ I hope things get smoother for you now.