After a rejected return has been corrected, follow the steps below to re-transmit the federal and/or state returns.
NOTE: If the Federal Return rejects, the state return will not be processed by the state. When resubmitting a federal return, check to make sure any state that was attached previously, is still marked for electronic filing to be re-sent with the federal return.Individual Returns:
Instructions for re-transmitting a federal tax return:
From the Main Menu of Keystone Tax Solutions select:
- E-File
- Transmit Electronic Return(s) – Returns that have been marked for electronic filing will appear in the Transmission Table.
- Select Add Client (if the client is not already listed on the transmission table)
- Select the return(s) to be re-transmitted from the list
- Select Transmit – When the transmission is completed, select ‘Exit’ to return to the E-File Menu.
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Instructions for re-transmitting a state only tax return:
Once you have made the necessary corrections to the rejected state return, from the Main Menu of Keystone Tax Solutions select:
- E-File
- Transmit Electronic Return(s)
- Select Add Client (if the client is not already listed on the transmission table)
- Select the return(s) to be re-transmitted from the list – If the federal return has been accepted but the state was rejected, you will be asked if you would like to send the return ‘State Only’. Be sure to answer ‘YES’ to this question.
- Place a check mark in the State Only box on the right-hand side of the Transmission Table
- Select Transmit
You will e-file the state return through Keystone Tax Solutions just as you would e-file a federal return. Once the state has processed the return, you can pick up the acknowledgement by selecting Receive Acknowledgements Only from the E-File Main Menu.