E-filing NY state return

Forum|Forum|3 years ago
April 11, 2023
1 reply
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According to TurboTax, NY state law requires me to E-file my NY state income tax return if I used tax software to prepare the return (which I did, using TurboTax). However, because my federal return includes form 8621, which TurboTax does not support, I must print and mail my federal return. When I go to E-file my NY state return, I am getting a message from TurboTax stating that I cannot E-file my state return without first E-filing my federal return. This presents quite a conundrum. How do I follow the requirement to E-file my NY state return when TurboTax says I can only do so after I E-file my federal return (which again, I am unable to do)?

Best answer by xmasbaby0

New York prefers e-filed returns, but there are certain circumstances that make it necessary for you to file your NY return by mail and the state DOES allow mailed returns. If you could not or did not e-file your federal return then your NY return cannot be e-filed. It has to be mailed. It is not possible to e-file any state return if the federal return was not e-filed and accepted by the IRS.

https://www.tax.ny.gov/pit/efile/efile_mandate_for_individuals.htm

https://www.tax.ny.gov/pit/file/return_assembly_mail.htm

xmasbaby0

Answer

Level 15

https://www.tax.ny.gov/pit/efile/efile_mandate_for_individuals.htm

https://www.tax.ny.gov/pit/file/return_assembly_mail.htm

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**