Monday, February 25, 2019

Tax Season’s Dynamic Duo: E-file and Direct Deposit

 
New York State Taxpayer Advocate Margaret Neri today encouraged all New York State taxpayers to e-file their tax returns and have any refund directly deposited into their bank account.

“We know that New Yorkers want their refunds quickly, and we aim to deliver,” said New York State Taxpayer Advocate Margaret Neri. “That’s why we recommend that filers avoid paper, and combine the simplicity and security of e-filing with direct deposit to speed refunds by up to two weeks.”

Benefits of e-filing

E-filing is safer and more efficient than sending paper returns through the mail. About 92% of all personal income tax returns in New York State are electronically prepared and filed. All returns, regardless of how they’re filed, undergo the same systematic review.

Use direct deposit

To use direct deposit, simply check direct deposit on your tax return, then enter your bank’s nine-digit routing number and your account number. For checking accounts, this information is available on your checks; for savings accounts, contact your bank.

Free filing options available

Taxpayers with adjusted gross household incomes of $66,000 or less in 2018 may use free, user-friendly software at www.tax.ny.gov to electronically prepare and file both their state and federal tax returns. Taxpayers can search Free File on the Tax Department website to be directed to the tax preparation software. Using the software can reduce filing errors that delay return processing and refunds. This also prevents valuable credits from being overlooked.

Eligible taxpayers can also visit a free Tax Department preparation site. A schedule of dates, times, and locations for free-filing sessions statewide is available on our Facilitated Self-Assistance (FSA) program webpage.

Tax Department experts will be available at each site to assist low- and middle-income New Yorkers through the filing process at no charge. At certain locations, they can assist taxpayers in multiple languages, including Arabic, Bengali, Chinese, Haitian Creole, Italian, Japanese, Korean, Russian, Spanish, and Urdu.

Check your refund status

Taxpayers can quickly view the status of their New York State tax refund anytime by using the Check your Refund tool on the Tax Department website: www.tax.ny.gov. Updated daily, it’s the fastest and most convenient way to know when to expect your refund. It provides the same information available to our phone representatives—only without the wait!

You can also find out when your refund will be issued by signing up for Tax Department email alerts. Visit the Tax Department homepage at www.tax.ny.gov and select subscribe at the bottom of the page.

Don’t have a computer or smart phone? Call the Tax Department’s automated refund-status line anytime at 518-457-5149.

New York State Taxpayer Rights Advocate

As a New York State taxpayer, you have rights protecting you from any unfairness in the administration and collection of taxes, as well as a variety of options to resolve tax issues.

The Office of the Taxpayer Rights Advocate will help you understand your rights and will help find the best way for you to pay the amount of tax you owe.

The Office of the Taxpayer Rights Advocate, an independent office within the Tax Department, provides: free assistance to resolve difficult or ongoing tax problems; options to consider if a tax issue is causing undue economic harm; and recommendations for administrative or legislative reforms.

Click here for additional resources. 

Source: The New York State Department of Taxation and Finance

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