In response to Abby's comment, generally NY does NOT require paper W-2's for efiled returns, only paper returns. However, as a way to delay processing refunds, they have been known to ask for paper copies.
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Jeffrey B Kraut
CPA
Commack, NY 11725
jbkraut@att.net
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Original Message:
Sent: 01-10-2014 08:56
From: Abby Alhante
Subject: REQUIREMENT BY NYS TO SEND PAPER COPIES OF W-2
I am most interested in the outcome. This answer affects all practitioners.
Have you resolved the question of what are our filing requirements ?
Is NY expecting our e filed returns to be accompanied by something in paper ?
Is their response saying that the employer never filed the year end forms?
Your post is too important to not be supported and completed.
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Abby Alhante
KURCIAS & ALHANTE, CPAs LLC
Woodbury NY
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Original Message:
Sent: 01-10-2014 05:51
From: Sheldon Kronowitz
Subject: REQUIREMENT BY NYS TO SEND PAPER COPIES OF W-2
This message has been cross posted to the following Discussions: TAX COMMITTEE and NASSAUSUFFOLK .
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A client's year 2012 NYS personal income tax return was e-filed 4/4/2013 and accepted by NYS on 4/5/2013.
The NYS Department of Taxation & Finance has withheld my client's refund due to the fact the a paper W-2 was not separately received by the tax department.
Has anyone encountered this issue since I find it strange to require a paper W-2 especially since employer payroll tax returns are now electronically filed and the Department of Taxation already has electronically received the W-2 information?
Advice?
Thank you
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Shelly Kronowitz (516) 294-8299
SHELDON H KRONOWITZ CPA PC
Levittown NY
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