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New Member
posted Apr 12, 2023 5:55:11 PM

Turbo Tax prepared my NYS return as a mail in, but there is also a notice in the instructions that I have to file NYS electronically. Which is it?

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2 Replies
Level 15
Apr 12, 2023 6:11:23 PM

If you’re a tax return preparer , you’re subject to the e-file mandate.   Are you a preparer?

https://www.tax.ny.gov/tp/efile/mandate_participants.htm

Expert Alumni
Apr 14, 2023 9:22:30 AM

Yes, NYS does have an e-file mandate for preparers.  However, as an individual, while NYS would prefer you to e-file, there are certain forms that TurboTax does not support for e-filing and therefore a mailed in return would be necessary.

 

Without seeing the forms you are preparing in your return there is no way I can determine why the system is telling you to mail in your return.  If you would prefer, if you could send us a diagnostic token we can see the return in more detail.  Be assured that no personal information is included in the diagnostic copy. Just the data entries.  For us to receive the diagnostic copy we need you to follow the following steps if you are using TurboTax online (I will list the steps for TurboTax desktop below):

 

  1. Sign in to your TurboTax account in a browser
    • If you are using the TurboTax Mobile app, you must sign in to TurboTax.com from a browser (on your phone or other device) instead
  2. Open or continue your return
  3. Select Tax Tools, and then Tools
  4. In the Tools Center pop-up, select Share my file with Agent
    • You will be notified that all personally identifiable information (PII) is being removed
  5. Note, and best to write down the seven-digit token number that appears
    • Relay this token number to us
  6. Select X to close the Tools Center pop-up

 

If you are using TurboTax desktop, please use the following steps:

 

  1. Switch to interview mode in TurboTax
  2. Go to any screen except the Welcome screen
  3. From the menu, select:
    • Online if you are on a PC
    • Help if you are on a Mac
  4. Select Send Tax File to Agent
    • You will be notified that all personally identifiable information (PII) is being removed
  5. Note and best to write down the seven-digit token number that appears
    • Relay this token number to us
  6. In the pop-up, select Send to save a copy to your computer.

 

Once we receive this, we should be able to look closer at the issue you are having and hopefully come to a resolution.

 

@bhayes408-gmail-