The requirements for State Electronic Filing can be divided into three categories: Stand Alone, Piggyback, or State Only. Although a majority of the states fall into the Piggyback type, some have an additional State Only trait, and then there are the few states that are the Stand Alone type. Our software works with all categories.
Stand Alone (SA) states are the most flexible. They will allow for a taxpayer to Electronically File their State return either with or without the Federal Return. Acceptance or Rejection is not dependent upon Federal Return Information.
Piggyback (PB) states MUST be sent with the Federal return. Generally, if the Federal is rejected, the State is also rejected. Correcting the Federal usually corrects the State and both returns will need to be resubmitted electronically. If the Federal is accepted and the State is rejected, you will be able to resubmit your State return by itself, but it must be rejected by the STATE first. If you have already e-filed your Federal return (separately) and wish to file your State return, you will be required to file a paper return.
State Only (PB+) states can be submitted without the federal return so long as TaxAct has a record of the federal return already being filed and accepted (some exceptions apply).
Please consult the following table to find the category of your state:
SA = Stand Alone
PB = Piggyback
PB+ = State Only
No = Not Offered by State