New York State return rejected

Forum|Forum|5 years ago
February 19, 2021
9 replies
85 views

New York State Tax return was rejected. Went to return and was not able to find reason for return. Notice said we would see details causing the problem would come up. It never did. What is the reason for rejection?

vnorman

Level 2

I filed a week ago and late last night I received an e-mail telling me my NYS return was rejected. I opened my return this morning and was told the error had to do with my Long Island Railroad pension. I don't have a LIRR pension. So I reviewed all my 1099-Rs looking for an error and found nothing. Then I reviewed my NYS return, found no errors so e-filed again. It appears many different states rejected Turbotax returns with all kinds of different issues. I'm hoping it was just a software bug and after the latest software update the problem will be resolved. Hope is not a good strategy though, is it? If my NYS return gets rejected again I'm not sure what I'll do. I've used Turbotax for 25 years and this is the first problem I've ever had...unfortunately, that doesn't help me. Good luck!

Donniemac

Level 3

If you are a New York State retiree and are in the NYSLRS, there was an issue with TurboTax incorrectly categorizing your pension.

TurboTax has issued a New York State update that fixes this issue. You will need to go into your return and fix the retirement system issue.

GO TO

- FEDERAL TAXES

- Wages & Income

- IRA, 401(k), Pension Plan... (UPDATE)

- Edit - NYS & Local Employees Retirement System

- Continue until you get to "Where is this distribution from?"

You will notice that NYSLRS is no longer listed as an option

TurboTax most likely changed your selection to US Government (Including Military)

Select "Other Pensions of New York State and Local Governments"

Answer the remaining question and then go through New York State again to check for errors

I hope this helps.

@vnorman @jnwestlake @gbishop-593

gbishop-593

Level 2

Thanks for the information. I had sent in my return a second time before seeing this so I assume it will bounce again because I had not changed from the US Govt Military selection.

However, I did see the NYS Teachers Retirement as a selection......so a few questions:

Did the NYS update that I installed this morning (2/19/2021) include the correction for the bug you described below?

If the answer is yes, when I refile after I get the next NYS rejection....will I be able to select the NYS Teachers Retirement option assuming it shows...or will I still have to select the "Other Pensions...." as you note below.

Would I have been able to see the error if I had gone back to the Wage/Income section after verifying my taxes, but before e-filing?

gbishop-593

Level 2

One week after e-filing my NYS return I received a Rejection...and TurboTax told me to open my taxes and the error would be apparent. I opened the tax file and nothing appeared to be an error. They did show me a caution note related to form IT-214, but according to instructions I do not need to file this form. E-filed again after the software update...will see if that fixes the problem.