New York Unable to E-File Due to Federal Unable to E-File
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To help prevent fraud, it is no longer possible to electronically file your state return if you have not electronically filed your federal return with TaxAct.  This includes situations where the Federal return is unable to be e-filed per IRS regulations or those situations when it is not necessary to file a federal return.  If you did not electronically file your federal return with us, you can still prepare your state return, but it will have to be paper filed.While New York requires most taxpayers to file electronically, they do allow an exception when you are unable to do so with the software you are using.  You can include a note when mailing your New York return explaining that since your Federal return was not able to be e-filed that you are paper filing your New York return also.

Follow the steps below to print a paper copy of your return which can then be mailed:

  1. From within your TaxAct return (Online or Desktop), click Filing. On smaller devices, click the menu icon in the upper left-hand corner, then select Filing
  2. Click Mail Paper Return and then click Continue twice to reach the screen where you can select which return(s) you wish to print to mail
  3. As you proceed through the screens, you may see an Alert titled Warning: New York State - E-Filing Requirement.  As explained above, you can ignore the Alert in this situation and include a note with your return.
  4. At the end of the section you will be prompted to print the New York return, and on the following screen the filing instructions which include the mailing address.  If you are also printing the Federal return, those prompts will be on separate screens.

Before mailing the return(s), be sure to read the instructions. They will include important information such as where to file, what to attach to the return (i.e. W-2s, 1099s, etc.), refund or balance due, information about estimated tax payments, etc.