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Understanding Linked vs. Unlinked State Returns
Understanding Linked vs. Unlinked State Returns

TaxWise Online

K
Written by Kenneth Lowe
Updated over a week ago

TaxWise Online supports both linked and unlinked state e-Files.

Linked State Returns

Linked state returns (with a seperate e-File created) cannot be submitted until the Federal return is accepted by the IRS. The linked state e-File is displayed in the e-File Report dialog as locked. It cannot be selected and transmitted until the federal return is accepted. The state return becomes available in the e-File Report dialog when the federal return is accepted.

If the Federal return is rejected by the IRS, any associated state e-Files are deleted and are removed from the e-File Report dialog. Once you correct the return, be sure you recreate the state e-File in addition to the Federal e-File.

Unlinked State Returns

Unlinked state returns can be submitted at any time. The Federal return is not required to be accepted before the state return is submitted for processing.

An example of an unlinked state return is when no Federal return is required to be filed, but the state return is required. You would be allowed to send this unlinked state return without having to send the Federal return.

Important Item to Remember:

The state MeF returns are defaulted to the linked condition. However, the ERO/Preparer may elect to send the state as unlinked by making a selection on the state form.

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