Items addressed in this release
Items addressed in previous releases
What's new for ProSeries/New York
Forms
Electronic filing
Additional Information
The following items are new for tax year 2021:
Earned Income Credit
New York has decoupled from 2021 federal changes for who may claim the Earned Income Credit. Due to NYS decoupling from these changes, the following
individuals eligible for the federal credit are
- individuals age 65 and over, or under age 25 without a qualifying child;
- individuals who filed their federal return using married filing separate status;
- individuals who have a qualifying child but did not have a valid identification number for the child, and therefore claimed the federal credit as an individual with no qualifying children;
- individuals with no qualifying children and NY recomputed FAGI over $15,950 ($21,900 for married filing joint taxpayers).
Filing of forms using pdf attach
New York State no longer allows tax forms to be filed by attaching a pdf to a tax return. Forms previosly filed using this method which are not part of the formset are no longer supported. See the Other Tax Credits and Taxes Worksheet for more information.
See https://www.tax.ny.gov/legal/ for more information on legislative changes.
The New York Department of Revenue has approved for filing all forms and schedules included in ProSeries/New York.
General information for electronic filing:
You can file returns electronically with this version of ProSeries/New York.
New York State E-File Mandate
Taxpayers and tax return preparers using approved e-file tax software to prepare taxpayer returns are required, to electronically file (e-file) authorized tax documents.
To learn more about the e-file mandate for tax professionals, visit the Tax Department's website: https://www.tax.ny.gov/
If you don't file and pay electronically when required to do so, you will be subject to penalties from the New York State Tax Department.
All returns must include the following paid preparer information on all paper and electronically filed returns, if applicable:
Sign up with the NYS Tax Department to receive an email notification when your New York State income tax refund is issued.
The New York State Tax Department provides email notifications to taxpayers about their personal tax accounts.
Visit Online Services at the NYS Tax Department website.
The New York Department of Revenue scans computer-generated forms to quickly process the income tax returns they receive. To meet the requirements for producing computer-generated forms, ProSeries is required to limit the width of the tax information printed on forms that are scanned. In certain cases, data you entered may be truncated. After completing a tax return, review the information that prints (for example, mailing address information), make any necessary changes, and reprint the return before mailing it.
End of ReadMe file for ProSeries/New York