If E-filing is available for your state, it’s a quick and easy process to add your state taxes when you submit your Federal return. You must submit your forms for state eFiling at the same time you submit your forms for Federal eFiling.
From your dashboard, go to “Forms.”
Step 1. Review your data
Don’t overlook this important step! Remember, once your file is transferred electronically, all associated files are locked for editing. You can no longer make any changes in Tax Forms Helper to your form or your payer record. Give your data a thorough review to ensure names and addresses are correct, and your data is entered or updated correctly for the current tax season.
NOTE: To ensure your state return is recognized and processed correctly, you must enter the appropriate state on the tax form itself. If the state ID, withholding, or amount fields are left blank, the system will not identify the filing as a state return and state e‑Filing will not be available.
Some W-2 forms will have state-specific fields to complete as well.
Step 2. Choose your form(s) and eFile
Forms eligible for state eFiling will have the "Ready Status" in the State column
Next, check the box or boxes of the forms you’d like to eFile. Here, we’re going to eFile a 1099-MISC.
Next, click the yellow Checkout & File button.
Next, check the “State e-File” box. We're also doing a *Federal eFile submission. Finally, we have added Mail Delivery to our Recipient(s). You must select your employee/recipient delivery method at this point in the checkout process. Opt out by clicking the 'I don't want...' option, but remember you are responsible for printing the forms and giving them to the recipients yourself.
Click the Continue button.
*TIP: If you’re eFiling federal and state taxes together, don’t forget to check both boxes.
You'll enter your address and phone number, agree to the Terms and Services, then click Validate address.
Next, please select the suggested address and make sure your info is accurate. Click "Save & Continue" when ready.
Click Complete Order.
You'll get an order confirmation (you can print it for your records), or you can click View My Forms to return to the forms page.
You’ll also receive an email with details of your eFile order.
You’ve eFiled your forms to state agencies. Nice work!
If you used Mail Delivery Service, there’s really nothing more to do.
If you didn’t use Mail Delivery Service, you’ll still need to send copies to your employees and recipients by the copy B deadline. (See IRS deadlines for those dates.)
Tax Forms Helper will update you by email when your tax forms are processed. It may take up to 4 weeks for the IRS to process returns during periods of high demand.
Remember, your eFiling date remains the same, no matter when the IRS processes your forms, so you’re done!
Feel free to celebrate the end of another successful tax season!
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