E-file Alabama and New York consolidated returns
Submit consolidated 1065 and 1120 returns for Alabama and New York by e-filing the top-level return together with all member returns.
Alabama and New York require you to e-file 1065 and 1120 business returns separately for each member of a consolidated group. So when a lower-member return in either state is part of a consolidated return, you'll need to qualify and submit both the top-level and each lower-member return separately.
We've included a search feature unique to these 2 states to help you complete this process. To e-file either Alabama or New York, select
Returns Processing
, E-file
, then Select Returns
.Consol display option
- ForSelect Returns/Extensionoptions, selectConsol Displayfor theDisplay Type.
- Mark theStates/Cities ready to sendcheckbox, then select the state and return e-file type from the dropdown.
- Review the results, which show the top returns and member returns for the type you selected.
- Select the link for the top return to submit it along with the lower members.
- Mark theSelectcheckbox for the return, then selectSubmit for E-fileto complete the e-file submission process.
- The system submits the top return and all members of the selected return to the taxing authority.
Regular display option
- ForSelect Returns/Extensionoptions, selectRegular Displayfor theDisplay Type.
- Mark theStates/Cities ready to sendcheckbox, then select the state and return e-file type from the dropdown.noteThe system grays out all checkboxes for consolidated returns and makes them unavailable to submit for e-file. A message displays prompting you to submit this return with the entire consolidated group.
- Select the link on the subsidiary return ID.
- Mark the checkbox for the return to submit for e-file.
Single Alabama or New York forms
If you select the
Regular Display
option, you can submit single returns from the Initial Returns
screen. Select the link or mark the checkbox in the Selected
column.Regular display with all states option
When you select
All States/Cities E-file
, the results on the Returns
screen display all qualified states and cities for all entity types. You can submit single company returns with single Alabama or New York the same way as other single company jurisdictions. Mark the
All
checkbox or the Select
checkbox, or select the link for the single company states. Considerations for other states
For consolidation companies with states other than Alabama or New York, you can submit an e-file from 2 locations:
- TheReturnsscreen
- TheAlabamaorNew Yorklinks
Returns screen
On this screen, the system shows all qualified states and makes them available for you to submit for e-file except for Alabama and New York.
- Mark theSelectoption next to the states.
- SelectSubmit For E-File.
- You can submit all states other than the 2 mandatory states to their respective jurisdictions from theInitial Returnsscreen.
Alabama or New York links
If the system grays out an Alabama or New York consolidated return on the
Initial Returns
screen, you need to select the Alabama
or New York
link. You'll get a list of qualified states, and you can submit the Alabama or New York parent, subsidiary, and consolidated returns as well.- On theInitial Returnsscreen, review and mark theSelectcheckbox next to the following:
- Each jurisdiction that's part of your Alabama or New York consolidated group.
- All Alabama or New York consolidated group members.
- SelectSubmit For E-fileto submit all the state returns you selected on this screen.
- Alternatively, you can select the jurisdiction's link to submit the returns if you prefer.
important
Access consolidated New York and Alabama from the Alabama or New York links to e-file the parent, subsidiary, and consolidated returns. If you select
Select All
on the initial Returns
screen, the system won't submit the Alabama and New York consolidations.
