State Returns:
- Can I e-file my State return with eSmart Tax?
- I have already e-filed my Federal return. How do I start a State-only return? Transmit-only State return?
- I filed my Federal return elsewhere. Can I submit aState-only return using eSmart Tax?
- How or can I e-file multiple State returns?
- I e-filed my Federal and my State return. My Federal return was accepted, but my State return was rejected because of an error in the Tax Statement (W-2, 1099, etc.). It seems I can't make changes to the Tax Statements to revise my State return. What should I do?
- I selected and prepared a wrong State form. How do I revise or choose a different one?
State Specific Information:
- Some State tax withholding information was not transferred from my Tax Statements (1099-G, e.g.). What should I do?
- How do I get an Illinois e-file PIN?
- How do I get my California e-file Customer Service Number (CSN)?
- Where can I look for more information about my State?
Can I e-file my State return with eSmart Tax? (back to top)
eSmart Tax currently supports e-file of all State returns. You will always start by entering your Federal information first, then select the State return you want to complete to e-file one or more State returns.
I have already e-filed my Federal return. How do I start a State-only return? What about a Transmit-only State return? (back to top)
- If you have e-filed your Federal return with eSmart Tax, you can Load the return in your account. Then click the States section found on the top menu. This will take you to the State return section.
- Select the State and use Add New to select the state for which you wish to prepare a State return.
- If you have previously entered some State information, you will see the State form listed at the bottom. You can click the Edit button to continue or revise the State return before you e-file it.
- After you have completed the State return, click Proceed to e-file which will take you to the summary page. From here,choose to e-file your State return, butNOT the Federal return. This will submit your State return but not your Federal return for e-file.
I filed my Federal return elsewhere. Can I submit a State-only return using eSmart Tax? (back to top)
Yes, you are welcome to use eSmart Tax to file one or multiple State returns, even if you have already e-filed your Federal return elsewhere. However, when you start a new return, you need to enter the Federal information first, then continue on to State returns. When you click Proceed to e-file, you will have the choice NOT to file the Federal return and to file the State return only.
How or can I e-file multiple State returns? (back to top)
- Yes, you can file multiple State returns easily with one Federal return.
- After you have completed or loaded a save Federal return, at the States section, you can choose the State and the form you want to file and start to enter information.
- After you have completed your first State return, you then have the option of choosing another State and another form to continue. All of the State returns you prepared will be listed under the States section.
- When you are ready to e-file, select (check) the State returns you want to e-file and click Proceed to e-file. You can then choose to e-file or not to e-file the Federal and the State returns at the summary page.
I e-filed my Federal and my State return. My Federal return was accepted, but my State return was rejected because of an error in the Tax Statement (W-2, 1099, etc.). It seems I can't make changes to the Tax Statements to revise my State return. What should I do? (back to top)
- You are right. An accepted Federal e-file is a sealed record. You can change information in the States section, but not the Tax Statements section.
- You will need to start a new return, enter all Federal information with the correct Tax Statements and file a State-only return at Proceed to e-file summary page.
- If you have chosen eSmart Tax Deluxe, Premium or Signature service, you will be able to clone the Federal return easily to continue with a State-only return.
I selected and prepared a wrong State form. How do I revise or choose a different one? (back to top)
Under the States section, you can choose and prepare multiple States as well as multiple forms from the same State. Before you click Proceed to e-file, you can check or un-check the State forms you prepared to e-file, and submit only the form(s) you want.
Some State tax withholding information was not transferred from my Tax Statements (1099-G, e.g.). What should I do? (back to top)
Other than entering data at the Tax Statements section, you can enter the information directly at the appropriate line on the State form. Make sure the amount is not duplicated if you do so. Also some States require that State withholding be entered with the Tax Statements section (W-2, W-2G, 1099-R).
How do I get an Illinois e-file PIN? (back to top)
Please visit https://www.revenue.State.il.us/PINInquiry/Inquiry.jsp to obtain a PIN from IL.
How do I get my California e-file Customer Service Number (CSN)? (back to top)
You can visit California Franchise Tax Board at http://www.ftb.ca.gov/online/csn/index.html to retrieve your Customer Service Number.
Where can I look for more information about my State? (back to top)
Although States usually follow the IRS system for e-file, some States have their own unique requirements about forms, information, payment methods or your e-file signature. You can read more about these specific requirements at the States section after you have chosen the State for which you wish to prepare a return.
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