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Level 1
February 16, 2020
Solved

E fileing

  • February 16, 2020
  • 1 reply
  • 1 view

I help my family with their tax returns. I live in New York and do approx 9 returns. Five of them i do electronically, the other 4 I mail. Turbo Tax allows only 5 to be sent electronically. Am I within the law to do so? When I mailed the State I get a printout which states "NYS requires this income tax return to be filed electronically".

    Best answer by DoninGA

    The TurboTax personal tax preparation software is not licensed for a paid tax preparer.  So if you are not charging for the tax return you prepare then you can complete and file as many taxes returns as you want.

     

    A state tax return cannot be e-filed if the federal tax return is not e-filed.  For New York state you can print and mail the state tax return since the tax preparation software being used does not allow electronic filing.

     

    Since you are not a paid tax preparer the New York state mandate for e-filing does not apply to you.

    Go to this New York state website for information - https://www.tax.ny.gov/tp/efile/mandate_participants.htm

    1 reply

    DoninGA
    Level 15
    DoninGALevel 15Answer
    Level 15
    February 16, 2020

    The TurboTax personal tax preparation software is not licensed for a paid tax preparer.  So if you are not charging for the tax return you prepare then you can complete and file as many taxes returns as you want.

     

    A state tax return cannot be e-filed if the federal tax return is not e-filed.  For New York state you can print and mail the state tax return since the tax preparation software being used does not allow electronic filing.

     

    Since you are not a paid tax preparer the New York state mandate for e-filing does not apply to you.

    Go to this New York state website for information - https://www.tax.ny.gov/tp/efile/mandate_participants.htm