Question

What does this mean? Our records indicate that you are not entitled to efile one or more formsets? i paid $40 for Deluxe version as prompted.

Forum|Forum|5 years ago
February 13, 2021
2 replies
0 views

Why did I pay if you will not file for me? Should I get a refund from my card company for fraud?

TurboTax Deluxe Online

Same thing happened to me, i was super frustrated but i have good news it is a super easy fix

All you have to do is go back to your state taxes delete and re submit... When resubmitting it should automatically have u add a missing form at the end when doing a smartcheck.

T

TerukoL

Employee

We have received numerous reports of this experience that appear to be coming from various areas of the program. Please troubleshoot with the options below. If needed, we will need to investigate your experience. Thank you for your participation and patience.

a. Check AvailabilityPlease confirm all forms you are filing are available and supported to be e-filed. When will my forms be ready? (The 8915-E Form is projected to be e-fileable starting 02/24/2021)

b. Remove state and try again

If all your forms are ready and available to be e-filed and you receive this message, please follow the steps below

Sign out of TurboTax.
Sign back in.
E-file the return again.

You may need to remove your state and prepare your state return again to move past the error and successfully e-file.

c. Send us your tax file.Still receiving the message? We'd like to take a deeper look at your specific situation. Please attach screenshots, detailed instructions on where you are in the TurboTax Program and a token number. (This token number gives us your tax file with all your personal information removed)TurboTax Online:

Click Tax Tools in the menu to the left.Click Tools, and thenClick Share my file with Agent.

A pop-up message will appear. Click OK to send the sanitized diagnostic copy to us.Provide the token number that is generated onto this thread.TurboTax Desktop:Select Online menu if the customer is using Windows. Select “Help” if using a Mac.Select Send Tax File to Agent.A pop-up message will appear, and the customer will select, Send. If using Mac "Send Tax File to TurboTax Agent"

Note: Desktop will save a file to your computer unless you uncheck the box.

Another message will appear. Provide the token number that is generated onto this thread.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"

J

jslawson26

@TerukoL
I was receiving this message but do have the 8915-E form so hopefully I’ll just wait and then it will work. But, I started with deleting my state return to try that method to fix it after I already paid $4” to efile. Now when trying to resubmit, it wants to charge me $40 for my state return. How can I override that as I already paid and tried to efile already, but was unsuccessful and I’m not going to pay another $40.

S

sls50211

You need to contact someone in customer service that can look at your order to determine why it is requesting you to upgrade and your payment information. Here is a link to the forms listing for each product type. If you previously paid, you should be able to print out your return from your Tax Home under Your returns and Documents. Review the list to make sure there are not any forms that are pushing you up to the next service product.

Product support is open daily from 5:00 AM to 9:00 PM PT. Click here to get you the help you need.

Form 8915-E: Qualified 2020 Disaster Retirement Plan Distributions and Repayments, which is used for COVID-related early distributions, will be e-fileable starting 2/24. The IRS is updating form 5329’s instructions to make it clear that COVID related exceptions cannot use 5329 and should use the new 8915-E.