NY Critical Diagnostic Ref 12774

[PaulPrucnel]

New York requires that the Preparer Name and Preparer PTIN are present in the e-file for ALL returns transmitted using a professional product. This includes returns marked as Self-Prepared or Non-Paid Preparer.

My name is entered on the suggested field yet the diagnostic won't clear.  Any ideas? What am I missing?

[Intuit_Kallana]

Hi @PaulPrucnel, New York requires a New York Tax Preparer Registration Number (NYTPRIN) to e-file returns.  This should be entered in Settings --> Preparer Information on your profile.  If you have further issues, please contact ProConnect Support.

[PaulPrucnel]

I entered an exclusion code since I am not required to register.  If I bypass the diagnostic, will the NY return still e-file?  I do see a green check mark but none of the forms nor the refund is listed.

[Intuit_Kallana]

Hi @PaulPrucnel, yes it will transmit to New York if you bypass the diagnostic, but it may still reject from the state's side.