Can I efile NY state return only? The federal return is ineligible for efile.

[Kathi_at_Intuit · Accepted solution]

No. The Federal return would have to be e-filed when sending NY.

[Skylane]

NY is an independent state. You can efile it by itself..... actually, you're required to efile it.  

[Skylane]

............ I think you can file any state without the federal... NY and NJ definitely work

[Just-Lisa-Now-]

CA works alone  too...but if you transmit along with the fed and fed gets rejected....CA will reject as well....kind of weird.

[Kathi_at_Intuit]

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.

[Kathi_at_Intuit]

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.

[Skylane]

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.

[Skylane]

@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.

[Just-Lisa-Now-]

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.

[Factswrite]

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.

[Skylane]

@Factswrite ... to the best of my knowledge, 1098 info is not required. @Just £isa Now! .... patience... it's inevitable.

[Just-Lisa-Now-]

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!