NYS Return

[Hamon5]

What do I file along with my IT-201 NYS tax return. Is it just the 1099R  ? We owe no taxes. I tried to e file, had an issue so I just printed them out to mail them. 

[MelindaS1]

The first page in your printout is your instructions; this page gives you the address to send your return to, and any forms you need to include with your return. To make sure you've selected paper filing in the software, so that you receive your instruction sheet, follow these steps using your specific TurboTax platform (online or desktop):

TurboTax Online

1. Sign in to TurboTax.
2. To open your return, select Continue or Pick up where you left off.
3. Select File in the menu.
4. You'll see 3 steps. Complete Steps 1 and 2 if you haven’t already, then select Start or Revisit next to Step 3.
5. On the We've determined the easiest way to file your taxes screen, select Change next to the return you want to file by mail, and select File by mail on the next screen. Be sure to Save.
   • If the File by mail option isn’t available, you probably previously selected to pay your TurboTax fees through your tax refund. To file by mail, you’ll need to instead pay with a credit or debit card. Here’s how to change your payment method from pay by refund, to pay by credit or debit card. Once you change your payment method, you'll see the File by mail option as described above. Select this and continue to the next step.
   • Note: You’ll need to pay any tax balance due by check when you file by mail.
6. Update the payment method for your TurboTax fees for all of the tax returns you wish to file by mail.
7. Follow the instructions to print your return(s). If you haven't already paid any outstanding TurboTax fees, you'll be prompted to do so before you can print.

TurboTax Desktop

1. With your return open in TurboTax, select the File tab, then select Continue.
2. On the next screen, E-file Your Federal Return for FREE, select File by mail and Continue.
3. Continue through the screens until you get to the Print Tax Return for Mailing screen. Select Continue.
4. Windows users: On the next screen, select Print Returns to Mail, then select Preview Print Copy. Once the preview has opened, select the printer icon..
5. Mac users: After the printing graphic finishes loading, select Print.
6. When finished, select Continue in TurboTax and follow any additional onscreen instructions.

I also double-checked the IT-201 instructions, and they request that you verify your income tax return print package contains these additional forms (which are added by TurboTax automatically, if they apply), so you can cross-check that list as well. NYS DTF also requests that you do not staple anything to the tax return.