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NYS Drew Individual Tax Balances on April 15 vs July 15

Forum|Forum|6 years ago
April 16, 2020
14 replies
57 views

Hello - several clients have advised me that their NYS personal tax balances were drawn on April 15 and 16 vs the July 15 extended date that had been entered into the software. Do we know if it is a ProSeries issue or a NYS issue?

ProSeries Basic

This topic has been closed for replies.

Best answer by IntuitBettyJo

Hi there,

There was an error in the e-filing of New York state tax returns for a select number of ProSeries and Lacerte customers that resulted in their clients' taxes due being debited from their accounts on April 15, 2020, rather than the future date selected. Individuals that would like to have the debit reversed and deposited back into their account for payment at a later date can contact the New York State Department of Taxation & Finance directly beginning Monday, April 20 at 8:30 am ET through Wednesday, April 22 at 4:30 pm ET at (518) 485-7884.

Federal and New York state taxes have been e-filed and accepted and there are no additional steps these filers need to take for their 2019 taxes.

We apologize for this error and are covering any banking costs associated with the inadvertent early debit of these customers’ accounts.

- The Community Team

Just-Lisa-Now-

Intuit Community Champion

@IntuitAustin any other reports of this?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

IntuitBettyJo

Community Manager

Hi @Just-Lisa-Now- ,

We are currently investigating this issue and working with New York State. Any customers who were impacted should see an in-product alert with their next steps.

I will keep you updated with any additional info.

-Betty Jo

Betty Jo

rbynaker

Level 13

Someone from the Lacerte side reported this yesterday. They said support told them it was a NY error, not a Lacerte error.

Since I don't schedule direct debits, I don't know specifically who might be at fault.

P

Phil156Author

Level 3

Thanks!

abctax55

Level 15

There are multiple reports in other forums.... it was suggested to verify your data entry. But everyone has said, yep - "I changed it".

The blame game of whether it was Intuit (it's been reported by both PS & Lacerte users) or NY's mistake is on-going.

HumanKind... Be Both

IntuitBettyJo

Answer

Community Manager

Hi there,

There was an error in the e-filing of New York state tax returns for a select number of ProSeries and Lacerte customers that resulted in their clients' taxes due being debited from their accounts on April 15, 2020, rather than the future date selected. Individuals that would like to have the debit reversed and deposited back into their account for payment at a later date can contact the New York State Department of Taxation & Finance directly beginning Monday, April 20 at 8:30 am ET through Wednesday, April 22 at 4:30 pm ET at (518) 485-7884.

Federal and New York state taxes have been e-filed and accepted and there are no additional steps these filers need to take for their 2019 taxes.

We apologize for this error and are covering any banking costs associated with the inadvertent early debit of these customers’ accounts.

- The Community Team

Betty Jo

P

Phil156Author

Level 3

Thank you for this answer. What about tax returns as yet unfiled between now and July 15? Has the error been rectified so that the balances are not immediately withdrawn?

IntuitBettyJo

Community Manager

Hi @Phil156

Any returns filed now are good to go! Hope this helps.

Cheers!

-Betty Jo

Betty Jo

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