State Hold solution

[ILLMAS]

I don't know if it's a common problem, but if you transmit the federal first, let it transmit to agency, then you should transmit the state. I found this is a better way to avoid forgetting to transmit the state return afterwards, it will appear as created still and if it appears as held, you have to recreate it again.

[grandmabee]

I don't for my state (OR). it is automatic. after federal is accepted then state moves to created manager and I just hit transmit. I have had no problems.

[Pacun]

For me, it works like a champ. I get all the created returns on top. Then I click transmit on the 1040, as soon as I transmit, the corresponding state return moves to the middle as "held". I normally transmit twice a day so, the next time I do the same process. When the IRS accepts it, my "held" state returns jump to the top as "created" and I transmit a second time. It is nice a clean for me and I will never forget to transmit the state because I don't sort by last name by rather "status".

How many times you have made a mistake and the federal rejects and the states accepts it? That has happened to me a couple of times and then I have to paper amend the state. With my setup, I will make that mistake only on April 15 afternoon when I will send both of them at the same time.

[Pacun]

I just noticed that it works even better for me. When I create an efile file, my state automatically goes to a "held" position so when I am ready to transmit, I only have the "created" ones on top. I love this feature this year because last year it didn't work properly.

[Jack from Ohio]

I just noticed that it works even better for me. When I create an efile file, my state automatically goes to a "held" position so when I am ready to transmit, I only have the "created" ones on top. I love this feature this year because last year it didn't work properly.

That is the way it is supposed to work and it does work smoothly. That part of e-file last year was a HUGE time-killer because it did not work at all. Another difference this year, if you select returns in the e-file manager, those selections stay after you close the program. This is very helpful to anyone with a large number of clients.