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Employee
April 5, 2022
Question

Endless loop in New York residency

  • April 5, 2022
  • 2 replies
  • 0 views

I am using TurboTax Deluxe for Windows. Since, for some unknown reason, TurboTax doesn't automatically select the best filing option for me (I am usually better off filing Married Filing Separately because it allows my wife to claim Empire Child Tax Credits that we would not qualify for if we file Married Filing Jointly due to income thresholds), every year I have to manually run the different scenarios multiple times to see which one works better. I start with a MFJ return, then have to save it and go back and change it to MFS and delete all of my wife's information. This, in itself, is a major flaw of TurboTax that cost me quite a bit over the years before I discovered it, but I've gotten used to all the extra work that shouldn't be necessary.

 

However, after I select MFS and remove my wife's W-2, etc., when I go to the New York return, it asks me New York City Residency Information for my spouse, then Yonkers Residency Information for my spouse, then returns to New York City Residency Information for my spouse, then Yonkers Residency Information for my spouse, then New York City Residency Information for my spouse...in an endless loop.

 

This is not new this year. This happens every year. I don't remember how I escaped the loop before. As I remember, I think I deleted the New York State Information Worksheet, which then automatically reappeared and allowed me to continue in the Step-by-Step. When I try to delete it now, it says, "This form cannot be deleted." So I am stuck in an endless loop with no way to continue.

 

How am I supposed to get out of this loop? Why has this not been fixed after at least five years? Why do I even have to do all this, when TurboTax should be giving me real analysis and telling me the correct filing status?

    2 replies

    Cass0317
    April 6, 2022

    Please see the TurboTax FAQ below to help with this NY loop you are experiencing:

    There is an update available for your version of TurboTax" loop when e-filing (Windows)

    Employee
    April 6, 2022

    Your response did not answer my question. You gave a generic response that did not fit the situation. Again, this is not a loop saying that there is an update available. The loop is after changing filing status from Married Filing Jointly to Married Filing Separately. It continually asks NYC and Yonkers residency for my spouse. Please don't give another canned answer without actually reading the question and addressing it.

    April 6, 2022

    It would be best to contact us by phone so we can look into this further. We only have limited abilities here in this public forum. Please follow the directions here to contact us by phone. 

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
    April 6, 2025

    I was able to get around this loop by clicking "topic list" at the top of the window and choosing the next item in the list!