How to paper file a federal return and E file a state return?

Forum|Forum|1 year ago
August 5, 2024
3 replies
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I am required to paper file my federal return because it includes a form 8621 which Turbotax does not support. I am required to electronically file my state return because Massachusetts requires this for those with my filing status. How do I make this work in Turbotax desktop?

VolvoGirl

Employee

Sorry you can only efile state if the federal was first efiled and Accepted. No way to efile state from Turbo Tax. This see FAQ, since your federal was not efiled first.

https://ttlc.intuit.com/community/e-file/help/can-i-e-file-my-state-return-before-my-federal/00/25545

Mike9241

Can't be done using Turbotax. You'll have to mail in the state return. to e-file state the federal must be e-filed.

Mailing Addresses for MA Tax Forms
Returns

Form 1 or Form 1-NR/PY:
Refund: Mass. DOR, PO Box 7000, Boston, MA 02204
Payment: Mass. DOR, PO Box 7003, Boston, MA 02204
Note: If you are using a courier service such as FedEx or DHL, please send your Form 1 or Form 1-NR/PY (with or without payments) to:

Massachusetts DOR
200 Arlington Street
Chelsea, MA 02150

however, MA may have a way to use its website to e-file state only. The state return in Turbotax would not be filed if you use this direct method.

https://www.mass.gov/info-details/e-file-and-pay-your-ma-personal-income-taxes#overview-

williamv1982Author

I can't paper file my state, they won't accept paper copies for someone with my status.

I also can't use the state level efile software as it doesn't support all my schedules.

I seem to be caught in a no man's land.

rjs

Employee

What exactly is your status that requires you to e-file your Massachusetts tax return? I don't see anything on the MA DOR web site or in the Form 1 instructions that requires e-filing, except for paid preparers filing tax returns for clients. If you are a paid preparer you cannot use TurboTax to file returns for clients. TurboTax is only for do-it-yourself consumer use.

williamv1982Author

I'm subject to a new 4% surtax for individuals which requires E filing.

Details are listed here

https://www.mass.gov/info-details/4-surtax-on-taxable-income-over-1000000

rjs

Employee

As has already been stated, there is no way to do what you need with TurboTax. The best suggestion I can think of is to go to a local tax professional. A tax pro will probably be able to e-file both your federal and state tax returns for you.