topic New York return will not file in State tax filing

New York return will not file

Ristau — Mon, 08 Mar 2021 18:28:21 GMT

When I click file tab, Turbo tax replies just one more matter: A popup asks for amount on box 14a of a 1099-R from Vanguard. There is a Box 14 that has $0.00 indicated, but no 14a on the 1099-R. I have tried to put $0.00 (the amount in my Box 14) in the pop-up box indicated, but no luck. The return will not e-file. The Federal return went through and I have received my refund. HELP, please!

Re: New York return will not file

LenaH — Mon, 08 Mar 2021 20:04:08 GMT

If there was no state withholding on your 1099-R, please can leave Boxes 14-16 blank. You should also unselect the state in drop down box. This should clear the error on your return.

To update your 1099-R, please complete the following steps:

Open your return.
Search 1099-R with the magnifying glass tool on top of the page.
Click on the Jump to 1099-R link at the top of the results.
Edit your 1099-R.

Re: New York return will not file

Ristau — Mon, 08 Mar 2021 21:22:12 GMT

You mention that I should unselect the State. Where in the Turbotax entry do I do this? I blanked-out the amounts in Boxes 14 to 16, but still no acceptance by NYS.

Re: New York return will not file

Ristau — Tue, 09 Mar 2021 18:03:35 GMT

This did not work for me. Is there a telephone number for Turbotax help?

Re: New York return will not file

LenaH — Wed, 10 Mar 2021 19:38:30 GMT

To unselect the state, I meant that Box 15 should remain stating -Select-. I have attached a picture below for additional guidance.

Now, on the following page titled, Where is your distribution from?, are you selecting Retirement distributions from: New York State?

Next, click on State and continue through the screens until you get to Changes to Federal Income. Click Start next to Received Retirement Income.

Continue through the screens and your full pension will be excluded under Government Pension.

Hopefully these screenshots provide the guidance you need to complete your return. Please comment if you are having any further issues.

@Ristau

Re: New York return will not file

Ristau — Thu, 11 Mar 2021 19:58:48 GMT

Now I have an additional problem: When I try to e-file the NYS return, there is a message that to do so requires the Federal return to be filed first, and I am instructed to go back to an earlier page to select. But the Federal return has already been filed, and the refund received, so I no longer have that option. I am stuck and cannot proceed.

Re: New York return will not file

Cass0317 — Fri, 12 Mar 2021 21:27:55 GMT

Although you can e-file your federal and state taxes together, if you choose to e-file your federal first, you'll have to wait until that return has been accepted before you can e-file your state. You can check your E-file status here, to see if it was accepted yet. Please see the link below for more information:

How do I e-file my state after I already filed my federal?

Re: New York return will not file

Ristau — Sat, 13 Mar 2021 17:06:10 GMT

My Federal return was accepted and refund received. The 1099- R at issue is not a NYS tax event as the distribution was directed to a approved charity. On another matter, when I researched the 1099 in question in the Federal entry, I noticed that there was a duplicate entry of the form. I removed the duplicate and am wondering if this change is what is preventing me from filing the New York return. (?)

Re: New York return will not file

AmyC — Thu, 18 Mar 2021 21:02:32 GMT

Did that change your federal return? If so, that changes things. The NY only accepts with or after the federal. If your federal has changed, do you need to amend?

Re: New York return will not file

chowderish — Thu, 18 Mar 2021 23:00:59 GMT

@Ristau They just updated the software today. It appears the issue is now resolved as I was able to file my NYS return!

Re: New York return will not file

Ristau — Mon, 22 Mar 2021 18:05:14 GMT

Very frustrating, but thank God that it finally went through! Thank you