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Returning Member
posted Mar 28, 2021 2:29:33 PM

Can’t file NY state return electronically

I’m filing my federal and state returns at the same time. I’m getting a message that says the only way I can file my state return is via mail, but with no explanation. Nothing in my return came up as a question or red flag as I filled everything else out. What’s going on?

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3 Replies
Returning Member
Mar 28, 2021 6:33:28 PM

NYS is definitely receiving e-filed returns for 2020. This appears to be a turbo tax problem and not related to filers who have W2 income (that’s most people). IT-2 has exactly the same information as the W-2. 

 

https://www.tax.ny.gov/pit/ads/efile_addit2-2d.htm

Employee Tax Expert
Mar 31, 2021 11:28:51 AM

TurboTax content developers have identified this issue and found a solution that will allow you to e-file your New York State return. 

 

Please follow the steps below:

  1. Open your return.
  2. Search W-2 with the magnifying glass tool at the top of the page.
  3. Click the Jump to W-2 link at the top of the search results.
  4. Click Edit next to your W-2.
  5. Scroll down to Box 14.
  6. For the Box 14 entries with category New York IRC 414(h) NY tax exempt, enter the letters NOT directly after your existing description input. Please do not include a space
  7. Click Continue
  8. Click File on the left hand side.
  9. Click Start next to Get ready to save and file your returns.
  10. Click Change next to 2020 New York Return.
  11. Select e-file and continue.

A full update will soon eliminate this error, but this was the provided instructions until that is complete. 

 

I am sorry for any misunderstanding or delay in processing your return.  

 

[Edited 3/31/21 l 12:17PM PST]

 

@Kateyparker

Employee Tax Expert
Mar 31, 2021 12:20:42 PM

TurboTax content developers have identified this issue and found a solution that will allow you to e-file your New York State return. 

 

Please follow the steps below:

  1. Open your return.
  2. Search W-2 with the magnifying glass tool at the top of the page.
  3. Click the Jump to W-2 link at the top of the search results.
  4. Click Edit next to your W-2.
  5. Scroll down to Box 14.
  6. For the Box 14 entries with category New York IRC 414(h) NY tax exempt, enter the letters NOT directly after your existing description input. Please do not include a space.
  7. Click Continue
  8. Click File on the left hand side.
  9. Click Start next to Get ready to save and file your returns.
  10. Click Change next to 2020 New York Return.
  11. Select e-file and continue.

A full update will soon eliminate this error, but this was the provided instructions until that is complete. 

 

I am sorry for any misunderstanding or delay in processing your return.  

 

@Kateyparker