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1040 returns

1040 New York electronic filing information

State contact information

If you have specific questions about what you can e-file or about rejections you received, contact the state for more information.
NYS Tax Department
P.O. Box 5400
Albany, NY 12205-0400
Phone
: 518-457-6387 or 518-457-5451
Tax Refund Inquiries
: 518-457-5149

State electronic filing details

E-filing
Details
Grace period
7 days
E-filing mandate
Must e-file all individual income tax returns and extension requests when using software that supports e-file.
Opt-out / Waiver: None. If there is a reasonable cause, the preparer must maintain documentation. Important: client's desire to opt out of e-file is not a reasonable cause. View cause.htm.
Accepts state-only filings
Yes. Attach the federal XML created for this State (Default). Only Federal e-file validation errors have to be cleared. E-file Reject Diagnostics do not have to be cleared.
Return types accepted
Resident
Nonresident
Part-year
Amended
Extension
Estimate Payments (separate e-files)
IT-204-LL
NYC-202
NYC-1127
Return types not accepted
NYC-202 marked Amended Return
Accepts returns with these conditions
Refund
Zero balance
Balance due
Direct deposit of refunds
Yes
Accepted forms of payment
Direct debit (EFW)
Credit card
Check
Signature requirements
Form TR-579-IT The taxpayer(s) and the ERO / Preparer must sign Form TR-579-IT, New York State E-file Authorization Signature for Forms IT-201, and IT203. Form TR-579-IT establishes that the taxpayer has reviewed his or her return, and authorizes the e-file of the return, and if an electronic funds withdrawal (for payment of the amount owed on the return) has been requested, it verifies that the taxpayer has authorized the electronic funds withdrawal. The ERO/Preparer must retain the TR-579-IT for three (3) years (do not mail it to the NYS Tax Department). The ERO/Preparer must also sign the return electronically by checking a New York State E-file Authorization box that indicates that they have read and agreed to our declaration certification language. Extension: Form IT-370 For a no Balance-Due Extension (Form IT-370) there is no signature requirement for the taxpayer or the ERO /Preparer. You are not required to complete or retain a TR-579.1-IT, New York State Taxpayer Authorization for Electronic Funds Withdrawal for Tax Year 2013 Form IT-370, for these transactions. For a Balance-Due Extension (Form IT-370) e-filed, you must also pay the balance due with an electronic funds withdrawal. The primary taxpayer must sign Form TR-579.1-IT, New York State Taxpayer Authorization for Electronic Funds Withdrawal for Tax Year [Tax Year] Form IT-370, to establish that he/she has authorized the ERO to nclude the information necessary for the Tax Department to initiate the withdrawal. The ERO is not required to sign the TR579-IT form or TR-579.1-IT form for these extensions; however, the ERO must retain the TR-579.1-IT for 3 years (do not mail it to the NYS Tax Department). The ERO/Preparer must also sign the extension electronically by checking the E-file Signature Authorization box that indicates that they have read and agreed to our declaration certification.
PIN allowed as signature: Yes
Drivers license requirements
Required
Supports PDF attachments
Yes
Tax year(s) supported for e-filing
Current tax year and two prior tax years
Special considerations
See Publication 93, New York State Modernized e-File Guide for Return Preparers. To find the location of the document number on a New York-issued ID, refer to //dmv.ny.gov/id-card/sample-photo-documents

This article applies to:

  • Product: GoSystem Tax RS
  • Return type: 1040 Individual
  • State: New York
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