Amended 2021 return

[BOB W]

Ultra tax will not process an amended 2021 return. It looks like NYS is the problem because there is a small balance due and it keeps telling me date of withdrawal is in the past. Program directions say leave blank. I've tried both, a current date and left blank.

Any Ultra Tax users have any knowledge here? Ultra tax is closed today.

[New York Enrolled Agent]

I presume you want to file electronically - correct? If so, see what our friends at 1111 Constitution Ave say:

Can I file my amended return electronically? (updated January 5, 2024)

Yes. If you need to amend your Form 1040, 1040-SR, 1040-NR, or 1040-SS/PR for the current or two prior tax periods, you can amend these forms electronically using available tax software products.

Did you manually enter the date of withdrawal? Alternative, use the voucher and mail in.

[Rapid Robert]

"the current or two prior tax periods,"

Yes, that would be TY2023, TY2022, and TY2021. OP asked about TY2021, so not sure what your point is.

"Any Ultra Tax users have any knowledge here?"

Have you tried simply unchecking the box on screen NYBank for "enable EFW for a balance due return"??

[BOB W]

thanks, I tried all mentioned but to no avail. I'll Elf Federal and Mail NYS with payment.