This is the first and last time I will use Turbo Tax. The process was simple enough and I actually liked their program better than H&R block - which I had used for years. However, when I get all done; it tells me that my "NYS return has a special tax situation that won't allow me to e-file my return." I paid the extra money to talk to the Tax Experts. So far, I have spoken with 4 of them and spent HOURS trying to fix this issue. While they were all very nice, none of them could figure out what was going on and said they would have to put in a ticket to IT as it seems like a software issue. So they are telling me to print and mail my return - which is frustrating as I spent an extra $55 on NYS to save the return and e-file it. Plus NYS makes it pretty clear they DO NOT want you to send in a paper copy.
Does anyone have a suggestion of how to fix this??? Thanks so much!
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To get past the software issue of not being able to e-file for New York, please navigate to the area where you fill in the information for your W-2.
Once in the W-2 Input, select the W-2 and click Continue.
The next screen will have the box 14 input for W-2. Here you likely have a Box 14 entry in “Box 14 – Category” that says “New York IRC 414(h) NY tax exempt”
For the corresponding input for “Box 14 – Description”, you should just append the phrase “NOT” to whatever their current text is in that field
Once that entry is made you will be able to e-file.
Thanks for your reply. A previous tax
expert told me to e-file my Federal, wait 2 days and then I should be able to change the “mail in” option to e-file. This option did not work.
So my question to you is - do I have to amend my Federal return in order to go back to my W-2 to correct the issue? Thanks!
No, you do not need to amend your federal. You just want to get into your program and change box 14 on your w2. That is new guidance that came out today. I am so sorry you had such a rough time. Happy filing!
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