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March 8, 2023
Question

How to efile New York married filing separately when efiled federal married filing jointly

  • March 8, 2023
  • 1 reply
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I efiled my federal return married filing jointly and it was accepted. I did a dummy federal return as married filing separately so I could prepare a New York return married filing separately. However, Turbo Tax won't let me efile the New York return for reasons unclear to me as I have done this for several years. Turbo Tax also says NY requires an efiling if the return was prepared by a commercial software program. Can anyone offer any solutions?

    1 reply

    March 8, 2023

    Mail your married filing separate New York return. You will not be able to file this return in TurboTax because it does not match your federal married filing jointly return.

     

    We suggest sending it by certified mail with proof of delivery so you know it’s been received by New York.

     

    New York uses federal income so it will not accept a separate state return without a matching federal return. Your federal return is a “mock return” not meant to be filed with anyone. 

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    Critter-3
    March 8, 2023

    Your situation is an exemption to the efiling mandate ... print, ink sign and mail in the return.