Your clients may receive or have already received a DTF-948-O, Request for Information, from the New York State (NYS) Department of Taxation and Finance requesting additional information regarding your 2023 New York City (NYC) residency. Their electronically filed NYS return indicated they may be a NYC resident, but NYC tax was not computed. This is because the questions related to being a NYC resident in our software were not completed and NYC tax was not charged.
If they receive the DTF-948-O and are a full year NYC resident, respond circling yes to the NYC question. NYS will compute the correct amount of full year NYC tax due. This may result in an adjusted refund being issued or they may receive a bill. If they do not respond in the time frame indicated, NYS will automatically make the adjustments to their tax return computing NYC resident tax for all of 2023.
For income tax purposes, New York City includes the Bronx, Brooklyn, Manhattan, Queens, and Staten Island. If they were not a NYC resident for all of tax year 2023 and they received the notification, they should respond promptly to the notice with the documentation requested so that NYS can make the correct adjustments to their return.
You do not need to file a NYS amended return at this time.
Now that sites are beginning to prepare amended returns, we just wanted to post a reminder that through TaxSlayer Pro Online and TaxSlayer FSA, only Federal Amended Returns can be electronically filed. State amended returns must be paper filed at this time. We did mention in the Enhancement webinar presented in December 2023 that we expect to support State Amended E-file experience in the 2023 program. We do not have an ETA at this time but we will post to the blog once the State Amended E-file experience is in production.
5:13pm ET:
We have completed the deploy to correct CA Reject R0000-065.
Action Required: You can now re-submit your rejected CA returns.
Scenario: CA returns filed today are receiving CA Reject R0000-065. The calculation of the return is correct, but there is an extra document count going in the e-file causing the reject.
Solution: We are going to do an emergency deploy to resolve this.
What you may see: You may see a momentary blip on the site or kicked out of a return.
We just wanted to share a quick reminder about state PDF’s when they display the “Do Not Mail” watermark (shown below) and what that means.
When a PDF has the “Do Not Mail” watermark, this means we have not received “Form Approval” or “Print Approval” as of yet. This means that the PDF can not be mailed to the state as a paper filed return. However, it is perfectly fine to provide to a taxpayer for their records. As “Form Approvals” are received, the “Do Not Mail” watermarks will be removed.
Yes, e-file approval is a separate review process and all state returns (and forms) are e-file approved. All state returns (and forms) can be electronically filed.
Software vendors received the below messaging from Colorado, Georgia and New Mexico about initial filing delays. To sum it up, once e-filing is opened for VITA/TCE, acknowledgements for these states will be delayed.
“2023 CA Individual (Web Only) Reject Code F540-570 – Not eligible for renter credit because AGI too high.”
Workaround: If you have a return(s) receiving the above reject code for California, to correct, log back into the return, go into the California return > Credits > Renters Credit. Answer the question “Do you qualify for the Renters Credit?” as NO. You can now go through e-file to resubmit the CA return.
The update to correct this will go out either Monday or Wednesday of next week. Watch for Release Notes.
Software vendors received the below message from AL DOR. AL returns can still be transmitted as normal, just note there will be a delay in receiving an acknowledgement.
“Alabama has not started sending out acknowledgments. We plan to start sending them out by the end of the week.“