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More about e-file

E-file allows you to prepare and file your return electronically instead of mailing a paper return. Your refund and payment options for your e-filed return are the same as they are for a paper return. The fastest way to get your refund--up to twice as fast--is by e-filing your return and choosing direct deposit.

e-File - Fast, Easy, and Free

Video: e-File - Fast,
Easy, and Free 

New York State full-year residents and part-year residents, and even out-of-state taxpayers, can e-file New York State returns.

You may be eligible to e-file your return for FREE through our Web site or you may purchase commerical software approved by the department.

Safe and secure

E-file is more secure than mailing a tax return. Your return is submitted through a highly secure, encrypted transmission system to prevent any access to data. 

E-filed return data goes directly into our processing systems, with no human intervention. When you mail in a tax return, people open your envelope, assemble your return in the proper order, and enter or scan your data into our processing system.

Free options

There are two options for e-filing your return for free:

  • If your income is $58,000 or less, you can prepare and e-file both your federal and state income tax returns at no cost through an approved e-file software provider. 
  • You can prepare and e-file your New York State tax return directly on our Web site if you meet certain eligibility requirements. This includes:
    • Form IT-201, Resident Income Tax Return
    • Form IT-214, Real Property Tax Credit
    • Form NYC-210, New York City School Tax Credit

Nearly 85% of New York State taxpayers can e-file for free using one of these two methods.

Purchase commercial software

Many New Yorkers already purchase software to prepare their tax returns.  While software providers can charge you for using their software to prepare and calculate your tax return, they can't charge extra for e-filing.  So e-filing won't cost more than paper filing.

See our list of approved e-file software providers.

Using a paid tax preparer

Tax professionals authorized to e-file federal tax returns can e-file New York State tax returns on your behalf. In fact, most tax professionals are required to e-file their clients' returns.

We send an electronic acknowledgment to your preparer confirming that your return was received and accepted.

Forms you can e-file

Almost every personal income tax return can be e-filed, including nonresident or part-year resident returns. Here's a short list of returns that you can't e-file:

  • returns for tax years before 2011
  • amended returns

Check with your software provider about the forms they support.

Signing your return

Signing your e-filed New York State return is easy. You do not need to mail us anything. You will be guided through simple steps to sign your return electronically.

Acknowledgment that the department received your return

We issue an acknowledgment that we received and accepted your return.

A small percentage of e-filed returns have errors.  If your return has an error, we will notify you and identify the error so you can fix it.  You can resubmit the corrected return electronically. 

Don't mail a copy of your New York State tax return

There is no need to mail a copy of your return to the Tax Department.  Keep a copy of your completed return with your other tax documents (e.g., Forms W-2, W-2G, 1099-DIV, 1099-INT, and 1099-R).

However, if you owe money and do not choose an electronic payment option, you must mail your payment with a Form IT-201-V, Payment Voucher for Income Tax Returns.

Refunds 

E-file with direct deposit is the fastest way to get your tax refund. 

You may also select the debit card refund option. If you don't select direct deposit or debit card refund options, we'll mail you a check for your refund. 

Paying an amount due on an e-filed return  

Method How it works

Directly from your bank account (electronic funds withdrawal)

When you complete your return, choose Electronic Funds Withdrawal to make your return or extension payment electronically. Select the date you want the amount withdrawn. You can schedule your payment to be withdrawn at any time up to the filing due date. We will not withdraw more than the amount you authorize. 

Check or money order

Mail your payment with a Payment Voucher for Income Tax Returns (Form IT-201-V) by following the instructions on the form.

Credit Card

You may use a credit card to pay an amount due on an e-filed return.

Correcting a mistake on an e-filed return  

If...

Then...

We find the error and reject your e-filed return

Correct the error that caused the rejection and any other errors you noticed after transmitting. Then retransmit the corrected return.

You find an error after we accepted your e-filed return

Correct the error by completing an Amended Tax Return and mailing the paper return to us. You cannot e-file the amended return.

 

Updated: March 04, 2014