Factswrite
Level 2
12-07-2019
05:18 AM
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Employee
12-07-2019
05:18 AM
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No. The Federal return would have to be e-filed when sending NY.
Level 11
12-07-2019
05:18 AM
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NY is an independent state. You can efile it by itself..... actually, you're required to efile it.
If at first you don’t succeed…..find a workaround
Level 11
12-07-2019
05:18 AM
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............ I think you can file any state without the federal... NY and NJ definitely work
If at first you don’t succeed…..find a workaround
Level 15
12-07-2019
05:18 AM
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CA works alone too...but if you transmit along with the fed and fed gets rejected....CA will reject as well....kind of weird.
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♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Employee
12-07-2019
05:18 AM
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Let me check again on this, hands down, 100% it is able to be e-filed out of Lacerte without Federal, however, I was informed that NY requires the Federal Copy to be sent and that ProSeries does not do this like Lacerte does. I will get back to you shortly.
Employee
12-07-2019
05:18 AM
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For ProSeries there are certain situations where NY will not e-file without Federal. If you do the Final review and there are no errors and transmits without errors, then it can be e-filed. If it gives an error, then Federal would have to be sent with it. We tested a simple 1040 with NY and it was sent.
Level 11
12-07-2019
05:18 AM
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While you're at it please find out when they're going to fix the "duplicate client' restrictions so that you can have more than one client file w/ same SSN and transmit the one that you need. The way it stands now you have to delete one duplicate client entirely to transmit the other. It is a horrible workflow and easily remedied.
If at first you don’t succeed…..find a workaround
Level 11
12-07-2019
05:18 AM
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@Just £isa Now! NJ & NY will go through if the Fed rejects. Think I'd rather have them both reject (for those times when a dependents SSN has previously been used.... etc..... Saves having to file amendments.
If at first you don’t succeed…..find a workaround
Level 15
12-07-2019
05:18 AM
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CA seems to reject anytime the fed rejects as long as I transmit them together....I haven't had any with incorrect dep SSNs though....Ive only had rejects for finger flubbing a W2 or 1099R EIN.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Factswrite
Level 2
12-07-2019
05:18 AM
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There is mortgage interest paid to a foreign bank which makes the federal return ineligible for e-file since there are errors for no FEIN or zip code. I removed the bank and address info which removes the errors which allows me to e-file NY state. I assume this information is not important to the state.
Level 11
12-07-2019
05:18 AM
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@Factswrite ... to the best of my knowledge, 1098 info is not required. @Just £isa Now! .... patience... it's inevitable.
If at first you don’t succeed…..find a workaround
Level 15
12-07-2019
05:18 AM
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Ive never entered the bank info for a 1098 either, just the dollar amount.
@Skylane - What me worry? yes, I did get a reject today, new client I missed the 5405 payback! I jinxed myself!
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
@Skylane - What me worry? yes, I did get a reject today, new client I missed the 5405 payback! I jinxed myself!
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪