Not able to efile due to NYS withholding being too high

[DanCoc]

ProSeries Professional:  I have a new client, has a high withholding on his wages for NYS in order to cover taxes on other income.  Claims he has e-filed in the past.  In ProSeries I am getting an e-file error that because his NYS withholding is over 25% he has to mail in his returns.  This doesn't seem the season to be mailing in anything, let alone a Federal return, the NYS withholding doesn't even impact the Federal since he is not itemizing.  So I am checking to see if others have had a similar situation.  If anyone has had this in the past and found a work around or has an idea on how to get around this.  Please share.  Much appreciated.

Thanks,
[personal information removed] 

[PATAX]

Dan, I think someone else with a similar situation had a post about this recently on this forum.... Do a search and you should be able to find it period.... Good luck...

[Just-Lisa-Now-]

what happens if you pull the excess NY withholding from the W2 and enter it as NY Estimated payments?  would that fly,  or will NY not recognize it properly?

[lauriem33]

It would most likely let efile go through but there might be a problem with the IT2s not matching up.  The client might get a letter requesting W2 copies.   It could still be worth it.

[DanCoc]

An option but NYS matches estimates and withholdings, they will hold up a return if payments don't agree. Then you need to submit W2s for review, not sure if this would open up more work down the road.

[DanCoc]

Are you referring to a NYS withholding question or another State, I searched and all I came up with was a question on IL and the response was to mail it in.  If you have another discussion that you can prior me the subject line on this I would appreciate it.

[Just-Lisa-Now-]

He should probably consider ES payments in the future to avoid this problem.

[lauriem33]

I think it would, not to mention the client getting a letter never makes them happy.