First Time Efiling with ProSeries

Forum|Forum|4 years ago
September 2, 2021
7 replies
35 views

About to efile a 2019 federal 1040. MFS client also has a New Jersey 1040 return. I believe I followed all the steps needed to prepare the returns for efile. A few items to note:

- Owes Federal, NJ Refund

- TP will pay by paper check, refund by paper check as well

- I want the federal return to be accepted before I file the NJ return. I assume I only check the Federal box? Once accepted, I can go back and check and file the NJ box?

Any input / suggestions are greatly appreciated.

ProSeries Professional

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Best answer by dkh

I've always selected both federal and state but Yes, you can efile federal, wait for acceptance, then efile state.

dkh

Level 15

First time efling with ProSeries - Welcome !!! You have come to the right place for answers, humor, opinions, and recipes.

Your process outlined looks good.

Some suggestions: You did a review of the return to confirm no errors exist ? Prevents rejection when trying to transmit. Are you selecting the return through the Efile Center ? -my preferred method rather than the EF Now

Good Luck

GodFather

Author

Intuit Community Champion

I did check the return for errors and I do not see any after rectifying a few error prompts.

I'm clicking the EF tab on the top of the return. When I do that, I see both the Federal and NJ return. Like I said, I hope to file the Federal first and once that is accepted, file NJ. That's how I did it with my previous program which allowed you to "hold" the state return until the Federal was accepted.

Does this sound like the correct route to go?