Can we E-file our California State Return?

Forum|Forum|6 years ago
June 8, 2019
6 replies
0 views

Turbotax says We Won't be able to E-file your return.
Reason: The return has withholding from a source other than Form W2, W2G, 1099R, 1099G, 1099INT, 1099DIV, 1099B, 1099MISC, 592B, and 593. Why?

TurboTax Live Premier Online

Best answer by Critter

Fixed in comments.

Critter

Employee

Do you have state withholding from an unusual source ? Not a standard form mentioned ? If so the state requires you to mail in the return with the source documents showing withholding from all places.

DavidandRoseAuthor

Employee

Maybe Retirement Plan????? Whats your thoughts????

Critter

Employee

We cannot see your income tax forms ... review all the places that have CA withholding ... do you have one that is not on the list above ? If so what form is it on and what was it for ?

TerryA

Employee

That can happen when a Calif Form 592-B or 593 is not entered correctly. See this FAQ about that. It says to start with the Calif return but you should actually do the federal part first (as always) - TT/Calif reacts to that federal entry of the 592-B/593 withholding.
<a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/questions/2757572-how-do-i-enter-ca-form-593-real-estate-withholding">https://ttlc.intuit.com/questions/2757572-how-do-i-enter-ca-form-593-real-estate-withholding</a>

DavidandRoseAuthor

Employee

Thank you and yes true. In my case I entered our 1099-G incorrectly, once I had an appointment with Turbotax, they were able to assist me and walk me through it all in detail and then I was able to e-file 🙂

CritterAnswer

Employee

Fixed in comments.

junsolicited

Regarding Tax Year 2020 return....I file MFS in a community property state (CA). We do not file any other returns besides what's listed in the error so I was stumped. On my return, I had a negative adjustment for CA state tax withholdings. On my spouse's return, I had a positive adjustment. TurboTax only spits this error on my spouse's return. You can find this entry on the CA Tax Payments Worksheet Line 13 (Other state tax withholding).

Talked to a TurboTax rep today and he claimed it was because my spouse had a positive adjustment for CA withholdings. Stated CA probably wants to account for the additional tax added to my spouse's return. I'm still not convinced that's the reason as I'm not filing any other forms besides what's listed in the error. It seems like a software bug to me.