Sign Up

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
cancel
Showing results for 
Search instead for 
Did you mean: 
pmd273
New Member

Is there any way around the NY State e-file restriction on married filing jointly where one person is a full year NYC resident and the other is part year?

My wife and I got married this year and moved to NYC. We are filing with status married filing jointly, with her being a part year resident and me as a full year resident of NYC (we are both full year residents of NY state). TurboTax says we are not eligible to e-file our state return due to the following reason:

"Returns where the taxpayer is a full-year resident of New York City and the spouse is not a full-year resident of New York City, and vice versa."

Is there any way to amend my return to make it eligible for e-file? I would much prefer to file electronically than have to mail my return.
10 Replies
MarilynG
Level 11

Is there any way around the NY State e-file restriction on married filing jointly where one person is a full year NYC resident and the other is part year?

You could file your Federal return jointly, and file your NY state returns separately.  A NY Resident return for you, and a Part Year Resident return for your spouse.

You can use your TurboTax desktop to prepare two 'dummy' Married Filing Separate returns, and then the separate NY returns from those.

Here's more info:

https://ttlc.intuit.com/replies/3301995

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
pmd273
New Member

Is there any way around the NY State e-file restriction on married filing jointly where one person is a full year NYC resident and the other is part year?

I see, thanks. However, I will still have to file the two separate state returns by mail, is that correct? As per the above:

"Note:  State returns prepared using the "Mock" federal returns will require you to print and file your state return by mail, please click here to learn more. "
bwcommerce
New Member

Is there any way around the NY State e-file restriction on married filing jointly where one person is a full year NYC resident and the other is part year?

In the software, it says "New York State requires most taxpayers to file electronically if they are using tax software to prepare their return."
aaandrews
New Member

Is there any way around the NY State e-file restriction on married filing jointly where one person is a full year NYC resident and the other is part year?

If you e-file your federal return MFJ, though, will you be able to e-file the MFS NY return since the two are not technically linked? Or, will you be required to file the NY return by paper since there is no MFS federal return going with it? Or is it enough that a federal return has been e-filed with the client's SSN?

 

I just want to know if I can attempt e-filing my client's NY MFS or if it needs to be paper filed.

 

Thanks!

mfh806
Level 2

Is there any way around the NY State e-file restriction on married filing jointly where one person is a full year NYC resident and the other is part year?

LeonardS
Expert Alumni

Is there any way around the NY State e-file restriction on married filing jointly where one person is a full year NYC resident and the other is part year?

".. You're required to electronically file your return if you meet all three of the following conditions:

  • you use software to prepare your own personal income tax return; and
  • your software supports the electronic filing of your return; and
  • you have broadband Internet access.

What you need to know about the e-file mandate

  • The cost of tax preparation software always includes the e-filing service; New York State law prohibits additional charges.
  • You are not required to electronically file if you:
     
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
mfh806
Level 2

Is there any way around the NY State e-file restriction on married filing jointly where one person is a full year NYC resident and the other is part year?

tax

KarenJ2
Expert Alumni

Is there any way around the NY State e-file restriction on married filing jointly where one person is a full year NYC resident and the other is part year?

According to NY Form 201, 

 

In nearly all cases you must use the same filing status that you used on your federal return. If you did not have to file a federal return, use the filing status you would have used if you had filed. The only exceptions to this rule apply to married individuals who file a joint federal return and: 1) one spouse is a New York State resident and the other is a nonresident or part-year resident. In this case, you must either: (a) file separate New York returns using filing status ; or (b) file jointly, as if you both were New York State residents.

 

If you both file as NY residents or file married filing separately, you should be able to e-file.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
Kaka1104
New Member

Is there any way around the NY State e-file restriction on married filing jointly where one person is a full year NYC resident and the other is part year?

I think the question is:

 

Last year I filed joint for both state and federal.

This year I need to file state separate for NYS since I was the part year resident.

 

Since I filed using Turbo tax last year, I am trying to file married separately using my turbo tax account.

Can I submit my NYS return and my spouse return using the same Turbo tax account.

 

or

Does my spouse need to create her own account to file her NYS return?

DMarkM1
Employee Tax Expert

Is there any way around the NY State e-file restriction on married filing jointly where one person is a full year NYC resident and the other is part year?

To file separate returns using an online version you would need two separate accounts.  If using a download/CD version you could accomplish the separate returns with one product.  

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
Dynamic AdsDynamic Ads
Privacy Settings
v