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Level 3
posted Feb 12, 2024 12:36:18 PM

Has anyone successfully e-filed a NYS return that included 2023 Form 1116 Schedule B on Federal Tax?

Has anyone successfully e-filed a NYS return that included 2023 Form 1116 Schedule B on Federal return?

 

I have been able to e-file my 2024 federal return with Turbo Tax Premier for Windows,  but have not been able to e-file my NYS return.  When trying to transmit the return I get the following error displayed 3 times "Tax Year 2023 transmissions are not available.|. TurboTax is not ready to process Tax Year 2023 for this return".  

I have confirmed with TurboTax Customer Support that all of the forms in my NYS return are available for e-file.

 

In 2022 there were complications filing NYS returns when the corresponding federal return included a Form 1116 Schedule B,  Foreign Tax Carryover Reconciliation Schedule, which leads me to think that might still be related to the problem.

 

 

 

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1 Replies
Level 3
Feb 12, 2024 1:50:04 PM

As an update the source of the problem was identified as IT-2105 Estimate Tax Payment Voucher for Individuals.  When including this form in the return, along with scheduling of estimate payments to be debit from my checking account, the NYS e-file fails.

 

After removing the estimated tax payment vouchers, the e-file completed successfully.