2491900
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

3ddd
Returning Member

Hi, Turbotax is saying I'm ineligible to e-file an IL part year return with credit for tax paid to other state. I was wondering if this is true and if I have to mail?

The reason for ineligibility I get from Turbotax is "part-year returns with credit for tax paid to other states (schedule-CR) are ineligible for electronic filing". But I called the Illinois Department of Revenue and they said this shouldn't be a reason I can't e-file through a third party tax program like Turbotax.
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies

Hi, Turbotax is saying I'm ineligible to e-file an IL part year return with credit for tax paid to other state. I was wondering if this is true and if I have to mail?

we can't see your return.

in most cases a part-year resident is not eligible to take credit for taxes paid to other states unless that income is taxed by both states. in addition, certain states have reciprocal agreements with other states so the income is taxed in only one state - generally the resident state. no tax credit is allowed.

here's a link to the Illinois instructions for the credit tax form - check to see if you qualify

 

https://www2.illinois.gov/rev/forms/incometax/Documents/currentyear/individual/IL-1040-Schedule-CR-I... 

 

 

3ddd
Returning Member

Hi, Turbotax is saying I'm ineligible to e-file an IL part year return with credit for tax paid to other state. I was wondering if this is true and if I have to mail?

Thank you for your response! Just to clarify, I lived in Illinois before moving to New York halfway through the year (which is why I'm filing part year returns for both) but I also had income from California. Illinois taxed the income from California (hence the double tax on the California income and the need to file a schedule a form CR for IL to obtain credit). However, it seems the error is more so with part-year returns that include schedule form CR being unable to e-file, as Turbotax gives me the option to print out the file and mail it in. 

 

I didn't have an issue last year e-filing when I was a full year resident of IL and filed a schedule CR for the double taxed income in California. 

 

 

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question